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 | $18,722 | $156,398-88.0% | $147,318-87.3% | $138,895-86.5% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 22.27% | 78.75%-56.5pp | 70.43%-48.2pp | 145.39%-123.1pp |
| Employer contribution / active EE | $1,670 | $4,853-65.6% | $4,593-63.6% | $4,194-60.2% |
| Participant deferral / active EE | $2,471 | $8,237-70.0% | $7,906-68.7% | $6,396-61.4% |
| Admin fee / account holder | $101 | $14,976-99.3% | $13,708-99.3% | $12,562-99.2% |