Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,404 | $108,882-89.5% | $96,754-88.2% | $154,746-92.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 19.62% | 98.39%-78.8pp | 82.04%-62.4pp | 172.34%-152.7pp |
| Employer contribution / active EE | $434 | $3,018-85.6% | $2,679-83.8% | $4,379-90.1% |
| Participant deferral / active EE | $1,021 | $5,323-80.8% | $4,758-78.5% | $6,730-84.8% |
| Admin fee / account holder | $33 | $10,200-99.7% | $8,905-99.6% | $14,365-99.8% |