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 | $186,407 | $181,896+2.5% | $156,551+19.1% | $273,972-32.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.93% | 30.74%-21.8pp | 32.23%-23.3pp | 41.46%-32.5pp |
| Employer contribution / active EE | $15,587 | $6,248+149.5% | $5,501+183.3% | $4,869+220.1% |
| Participant deferral / active EE | $1,133 | $5,550-79.6% | $4,871-76.8% | $5,287-78.6% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |