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 | $45,987 | $117,895-61.0% | $102,460-55.1% | $145,897-68.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.59% | 31.92%-19.3pp | 29.47%-16.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,936 | $3,619-46.5% | $3,025-36.0% | $4,663-58.5% |
| Participant deferral / active EE | $1,585 | $5,736-72.4% | $5,056-68.7% | $6,689-76.3% |
| Admin fee / account holder | $144 | $13,353-98.9% | $9,460-98.5% | $13,390-98.9% |