Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,005 | $133,998-87.3% | $112,263-84.9% | $134,545-87.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 7.32% | 47.17%-39.9pp | 27.49%-20.2pp | 418.37%-411.0pp |
| Employer contribution / active EE | $1,718 | $4,040-57.5% | $3,636-52.8% | $4,742-63.8% |
| Participant deferral / active EE | $557 | $5,292-89.5% | $4,729-88.2% | $6,401-91.3% |
| Admin fee / account holder | $29 | $7,493-99.6% | $6,410-99.6% | $11,431-99.7% |