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 | $30,695 | $70,121-56.2% | $63,803-51.9% | $138,895-77.9% |
| Participation rate | 92.9% | 77.2%+15.6pp | 72.7%+20.2pp | 79.9%+12.9pp |
| Annual return | 18.07% | 946.48%-928.4pp | 543.72%-525.6pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,724 | $2,882-40.2% | $2,532-31.9% | $4,194-58.9% |
| Participant deferral / active EE | $362 | $4,535-92.0% | $3,843-90.6% | $6,396-94.3% |
| Admin fee / account holder | $58 | $6,738-99.1% | $5,196-98.9% | $12,562-99.5% |