Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $215,670 | $212,777+1.4% | $173,703+24.2% | $198,609+8.6% |
| Participation rate | 75.0% | 81.1%-6.1pp | 75.9%-0.9pp | 82.4%-7.4pp |
| Annual return | 17.08% | 18.82%-1.7pp | 17.46%-0.4pp | 202.70%-185.6pp |
| Employer contribution / active EE | $1,532 | $5,214-70.6% | $4,288-64.3% | $5,055-69.7% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $20 | $19,536-99.9% | $15,562-99.9% | $19,030-99.9% |