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 | $24,077 | $78,670-69.4% | $109,173-77.9% | $85,847-72.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 20.22% | 25.09%-4.9pp | 25.75%-5.5pp | 318.61%-298.4pp |
| Employer contribution / active EE | $4,062 | $2,734+48.6% | $3,723+9.1% | $2,565+58.3% |
| Participant deferral / active EE | $153 | $3,467-95.6% | $4,654-96.7% | $3,952-96.1% |
| Admin fee / account holder | $101 | $5,469-98.2% | $6,755-98.5% | $6,261-98.4% |