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 | $62,997 | $223,823-71.9% | $211,142-70.2% | $154,746-59.3% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 19.37% | 50.39%-31.0pp | 46.84%-27.5pp | 172.34%-153.0pp |
| Employer contribution / active EE | $2,365 | $6,787-65.2% | $6,442-63.3% | $4,379-46.0% |
| Participant deferral / active EE | $3,214 | $9,750-67.0% | $9,284-65.4% | $6,730-52.3% |
| Admin fee / account holder | $47 | $19,707-99.8% | $19,076-99.8% | $14,365-99.7% |