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 | $53,888 | $77,908-30.8% | $149,696-64.0% | $75,173-28.3% |
| Participation rate | 85.4% | 65.6%+19.8pp | 78.8%+6.6pp | 67.2%+18.2pp |
| Annual return | 13.76% | 31.73%-18.0pp | 134.46%-120.7pp | 160.72%-147.0pp |
| Employer contribution / active EE | $1,143 | $3,138-63.6% | $4,821-76.3% | $2,671-57.2% |
| Participant deferral / active EE | $117 | $3,411-96.6% | $5,682-97.9% | $4,126-97.2% |
| Admin fee / account holder | $0 | $5,950-100.0% | $13,212-100.0% | $5,651-100.0% |