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 | $19,560 | $114,013-82.8% | $103,693-81.1% | $155,188-87.4% |
| Participation rate | 79.2% | 75.2%+4.0pp | 72.6%+6.5pp | 80.8%-1.6pp |
| Annual return | 10.18% | 49.31%-39.1pp | 47.61%-37.4pp | 148.84%-138.7pp |
| Employer contribution / active EE | $289 | $3,131-90.8% | $2,920-90.1% | $4,248-93.2% |
| Participant deferral / active EE | $894 | $4,970-82.0% | $4,579-80.5% | $6,531-86.3% |
| Admin fee / account holder | $94 | $8,407-98.9% | $7,858-98.8% | $14,480-99.4% |