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 | $17,316 | $84,708-79.6% | $75,714-77.1% | $167,536-89.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.8%+0.2pp | 82.1%-7.1pp |
| Annual return | 17.25% | 199.62%-182.4pp | 104.62%-87.4pp | 478.82%-461.6pp |
| Employer contribution / active EE | $581 | $3,231-82.0% | $2,744-78.8% | $4,839-88.0% |
| Participant deferral / active EE | $488 | $4,577-89.4% | $3,820-87.2% | $6,342-92.3% |
| Admin fee / account holder | $177 | $5,358-96.7% | $3,619-95.1% | $12,315-98.6% |