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 | $39,238 | $56,484-30.5% | $169,452-76.8% | $64,181-38.9% |
| Participation rate | 70.4% | 64.5%+5.8pp | 77.8%-7.4pp | 69.6%+0.8pp |
| Annual return | 3.97% | -1.55%+5.5pp | 1.83%+2.1pp | 7.63%-3.7pp |
| Employer contribution / active EE | $1,340 | $1,832-26.9% | $4,157-67.8% | $2,381-43.7% |
| Participant deferral / active EE | $585 | $3,448-83.0% | $5,277-88.9% | $3,470-83.2% |
| Admin fee / account holder | $0 | $4,174-100.0% | $9,110-100.0% | $4,887-100.0% |