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 | $35,154 | $184,014-80.9% | $161,149-78.2% | $138,895-74.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 18.99% | 21.52%-2.5pp | 21.16%-2.2pp | 145.39%-126.4pp |
| Employer contribution / active EE | $1,827 | $5,055-63.9% | $4,360-58.1% | $4,194-56.4% |
| Participant deferral / active EE | $1,443 | $6,909-79.1% | $6,153-76.6% | $6,396-77.4% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |