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 | $25,198 | $157,829-84.0% | $136,867-81.6% | $198,609-87.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 24.52% | 51.25%-26.7pp | 42.97%-18.5pp | 202.70%-178.2pp |
| Employer contribution / active EE | $6,260 | $3,923+59.6% | $3,547+76.5% | $5,055+23.8% |
| Participant deferral / active EE | $650 | $5,463-88.1% | $4,924-86.8% | $6,977-90.7% |
| Admin fee / account holder | $62 | $11,107-99.4% | $10,340-99.4% | $19,030-99.7% |