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 | $54,334 | $135,956-60.0% | $123,894-56.1% | $273,972-80.2% |
| Participation rate | 76.9% | 84.1%-7.1pp | 81.4%-4.5pp | 83.0%-6.1pp |
| Annual return | 5.67% | 56.63%-51.0pp | 47.52%-41.8pp | 41.46%-35.8pp |
| Employer contribution / active EE | $5,781 | $5,170+11.8% | $4,617+25.2% | $4,869+18.7% |
| Participant deferral / active EE | $1,969 | $6,343-69.0% | $5,984-67.1% | $5,287-62.8% |
| Admin fee / account holder | $275 | $9,817-97.2% | $8,357-96.7% | $10,133-97.3% |