Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $21,746 | $69,248-68.6% | $64,101-66.1% | $139,466-84.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.48% | 45.95%-26.5pp | 33.72%-14.2pp | 373.66%-354.2pp |
| Employer contribution / active EE | $2,520 | $3,185-20.9% | $2,749-8.3% | $4,754-47.0% |
| Participant deferral / active EE | $538 | $4,682-88.5% | $3,881-86.1% | $6,712-92.0% |
| Admin fee / account holder | $161 | $4,247-96.2% | $3,070-94.8% | $11,409-98.6% |