Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $36,757 | $99,079-62.9% | $78,002-52.9% | $273,972-86.6% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.5%+2.3pp | 83.0%-5.2pp |
| Annual return | 34.13% | 217.93%-183.8pp | 425.99%-391.9pp | 41.46%-7.3pp |
| Employer contribution / active EE | $492 | $3,308-85.1% | $2,470-80.1% | $4,869-89.9% |
| Participant deferral / active EE | $500 | $4,306-88.4% | $3,497-85.7% | $5,287-90.5% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |