Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,793 | $85,060+39.7% | $70,548+68.4% | $139,456-14.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 15.39% | 30.38%-15.0pp | 32.78%-17.4pp | 373.45%-358.1pp |
| Employer contribution / active EE | $1,250 | $3,911-68.0% | $2,975-58.0% | $4,753-73.7% |
| Participant deferral / active EE | $0 | $5,890-100.0% | $4,567-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $8,925-100.0% | $6,424-100.0% | $11,407-100.0% |