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 | $43,081 | $156,616-72.5% | $133,346-67.7% | $198,609-78.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 3.95% | 44.25%-40.3pp | 36.85%-32.9pp | 202.70%-198.7pp |
| Employer contribution / active EE | $6,139 | $3,368+82.3% | $2,853+115.1% | $5,055+21.4% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $13 | $17,468-99.9% | $14,264-99.9% | $19,030-99.9% |