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 | $63,159 | $106,524-40.7% | $152,301-58.5% | $87,485-27.8% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.4%+6.4pp | 68.9%+20.0pp |
| Annual return | 42.97% | 26.89%+16.1pp | 80.50%-37.5pp | 26.06%+16.9pp |
| Employer contribution / active EE | $1,118 | $3,371-66.8% | $4,624-75.8% | $2,596-56.9% |
| Participant deferral / active EE | $2,194 | $6,525-66.4% | $8,004-72.6% | $4,274-48.7% |
| Admin fee / account holder | $0 | $8,287-100.0% | $14,398-100.0% | $7,775-100.0% |