Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $16,181 | $172,111-90.6% | $150,298-89.2% | $137,256-88.2% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 19.40% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,032 | $4,636-77.8% | $4,154-75.2% | $4,156-75.2% |
| Participant deferral / active EE | $1,112 | $6,166-82.0% | $5,453-79.6% | $6,407-82.6% |
| Admin fee / account holder | $33 | $16,471-99.8% | $14,116-99.8% | $12,270-99.7% |