Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,096 | $91,179-73.6% | $178,499-86.5% | $79,852-69.8% |
| Participation rate | 75.0% | 69.2%+5.8pp | 81.9%-6.9pp | 69.6%+5.4pp |
| Annual return | 23.93% | 24.19%-0.3pp | 151.10%-127.2pp | 31.72%-7.8pp |
| Employer contribution / active EE | $700 | $3,256-78.5% | $5,011-86.0% | $2,471-71.7% |
| Participant deferral / active EE | $849 | $3,236-73.8% | $5,202-83.7% | $3,740-77.3% |
| Admin fee / account holder | $250 | $6,749-96.3% | $13,986-98.2% | $5,306-95.3% |