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 | $25,610 | $111,814-77.1% | $103,378-75.2% | $145,978-82.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.80% | 24.80%-14.0pp | 24.91%-14.1pp | 550.52%-539.7pp |
| Employer contribution / active EE | $1,269 | $4,215-69.9% | $3,870-67.2% | $4,662-72.8% |
| Participant deferral / active EE | $1,269 | $5,618-77.4% | $5,058-74.9% | $6,690-81.0% |
| Admin fee / account holder | $104 | $9,764-98.9% | $8,401-98.8% | $13,400-99.2% |