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 | $42,342 | $117,904-64.1% | $102,457-58.7% | $145,978-71.0% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 9.95% | 31.80%-21.8pp | 29.41%-19.5pp | 550.52%-540.6pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,064 | $5,733-81.4% | $5,054-78.9% | $6,690-84.1% |
| Admin fee / account holder | $51 | $13,329-99.6% | $9,451-99.5% | $13,400-99.6% |