Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $12,988 | $111,814-88.4% | $103,378-87.4% | $145,978-91.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.18% | 24.80%-15.6pp | 24.91%-15.7pp | 550.52%-541.3pp |
| Employer contribution / active EE | $3,585 | $4,215-15.0% | $3,870-7.4% | $4,662-23.1% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $193 | $9,764-98.0% | $8,401-97.7% | $13,400-98.6% |