Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,018 | $110,337-88.2% | $102,383-87.3% | $145,877-91.1% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 14.47% | 24.83%-10.4pp | 24.94%-10.5pp | 551.28%-536.8pp |
| Employer contribution / active EE | $1,246 | $4,216-70.4% | $3,870-67.8% | $4,663-73.3% |
| Participant deferral / active EE | $1,248 | $5,621-77.8% | $5,060-75.3% | $6,691-81.3% |
| Admin fee / account holder | $26 | $9,750-99.7% | $8,391-99.7% | $13,402-99.8% |