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 | $81,589 | $101,795-19.9% | $165,100-50.6% | $80,959+0.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 29.11% | 16.73%+12.4pp | 70.21%-41.1pp | 35.67%-6.6pp |
| Employer contribution / active EE | $2,737 | $2,954-7.3% | $4,348-37.1% | $2,757-0.7% |
| Participant deferral / active EE | $1,800 | $4,476-59.8% | $6,035-70.2% | $4,300-58.1% |
| Admin fee / account holder | $141 | $8,221-98.3% | $12,696-98.9% | $6,925-98.0% |