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 | $50,275 | $65,367-23.1% | $92,915-45.9% | $72,976-31.1% |
| Participation rate | 82.1% | 68.3%+13.8pp | 76.0%+6.1pp | 69.5%+12.7pp |
| Annual return | 18.93% | 42.11%-23.2pp | 109.45%-90.5pp | 81.02%-62.1pp |
| Employer contribution / active EE | $4,077 | $2,594+57.2% | $3,653+11.6% | $2,440+67.1% |
| Participant deferral / active EE | $772 | $3,128-75.3% | $4,238-81.8% | $3,608-78.6% |
| Admin fee / account holder | $93 | $4,251-97.8% | $5,796-98.4% | $5,124-98.2% |