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 | $53,742 | $95,895-44.0% | $79,576-32.5% | $134,509-60.0% |
| Participation rate | 85.0% | 75.0%+10.0pp | 69.5%+15.5pp | 81.2%+3.8pp |
| Annual return | 6.66% | -2.72%+9.4pp | 0.15%+6.5pp | 418.13%-411.5pp |
| Employer contribution / active EE | $2,198 | $3,128-29.7% | $2,413-8.9% | $4,741-53.6% |
| Participant deferral / active EE | $724 | $4,693-84.6% | $3,985-81.8% | $6,400-88.7% |
| Admin fee / account holder | $53 | $9,129-99.4% | $6,834-99.2% | $11,427-99.5% |