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 | $64,614 | $166,131-61.1% | $164,975-60.8% | $145,877-55.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.74% | 100.37%-83.6pp | 70.12%-53.4pp | 551.28%-534.5pp |
| Employer contribution / active EE | $18,182 | $5,276+244.6% | $4,343+318.7% | $4,663+289.9% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $231 | $16,648-98.6% | $12,688-98.2% | $13,402-98.3% |