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 | $27,216 | $81,358-66.5% | $155,556-82.5% | $80,959-66.4% |
| Participation rate | 96.0% | 66.3%+29.7pp | 78.2%+17.8pp | 67.7%+28.3pp |
| Annual return | 11.81% | 33.39%-21.6pp | 64.84%-53.0pp | 35.67%-23.9pp |
| Employer contribution / active EE | $2,777 | $3,106-10.6% | $4,675-40.6% | $2,757+0.7% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $41 | $7,994-99.5% | $15,885-99.7% | $6,925-99.4% |