Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,179 | $97,078-90.5% | $103,065-91.1% | $145,897-93.7% |
| Participation rate | 70.0% | 81.1%-11.1pp | 80.6%-10.6pp | 80.3%-10.3pp |
| Annual return | 16.80% | 25.49%-8.7pp | 23.95%-7.2pp | 552.29%-535.5pp |
| Employer contribution / active EE | $1,459 | $4,680-68.8% | $4,675-68.8% | $4,663-68.7% |
| Participant deferral / active EE | $1,287 | $6,601-80.5% | $6,625-80.6% | $6,689-80.8% |
| Admin fee / account holder | $183 | $12,505-98.5% | $9,349-98.0% | $13,390-98.6% |