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 | $51,395 | $98,766-48.0% | $149,730-65.7% | $79,852-35.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.29% | 27.43%-9.1pp | 276.70%-258.4pp | 31.72%-13.4pp |
| Employer contribution / active EE | $2,652 | $3,217-17.6% | $4,645-42.9% | $2,471+7.3% |
| Participant deferral / active EE | $1,310 | $5,681-76.9% | $6,843-80.9% | $3,740-65.0% |
| Admin fee / account holder | $162 | $6,052-97.3% | $9,310-98.3% | $5,306-96.9% |