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 | $7,780 | $92,798-91.6% | $96,707-92.0% | $137,256-94.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 21.91% | 31.24%-9.3pp | 34.78%-12.9pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,835 | $4,147-55.7% | $4,191-56.2% | $4,156-55.8% |
| Participant deferral / active EE | $633 | $5,877-89.2% | $5,997-89.4% | $6,407-90.1% |
| Admin fee / account holder | $47 | $7,946-99.4% | $7,503-99.4% | $12,270-99.6% |