Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $32,392 | $162,136-80.0% | $152,301-78.7% | $154,746-79.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 37.40% | 91.02%-53.6pp | 80.50%-43.1pp | 172.34%-134.9pp |
| Employer contribution / active EE | $8,333 | $4,890+70.4% | $4,624+80.2% | $4,379+90.3% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $192 | $15,759-98.8% | $14,398-98.7% | $14,365-98.7% |