Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $34,369 | $162,136-78.8% | $152,301-77.4% | $154,746-77.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 65.79% | 91.02%-25.2pp | 80.50%-14.7pp | 172.34%-106.5pp |
| Employer contribution / active EE | $1,635 | $4,890-66.6% | $4,624-64.6% | $4,379-62.7% |
| Participant deferral / active EE | $2,189 | $8,341-73.8% | $8,004-72.7% | $6,730-67.5% |
| Admin fee / account holder | $23 | $15,759-99.9% | $14,398-99.8% | $14,365-99.8% |