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 | $41,479 | $91,198-54.5% | $178,503-76.8% | $79,856-48.1% |
| Participation rate | 95.2% | 69.2%+26.0pp | 81.9%+13.3pp | 69.6%+25.6pp |
| Annual return | 15.87% | 24.20%-8.3pp | 151.12%-135.3pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,255 | $3,257-61.5% | $5,011-75.0% | $2,471-49.2% |
| Participant deferral / active EE | $105 | $3,237-96.8% | $5,202-98.0% | $3,741-97.2% |
| Admin fee / account holder | $0 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |