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 | $7,185 | $88,754-91.9% | $81,820-91.2% | $145,877-95.1% |
| Participation rate | 91.7% | 75.1%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 14.23% | 1031.77%-1017.5pp | 777.93%-763.7pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,043 | $3,085-66.2% | $2,915-64.2% | $4,663-77.6% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $124 | $8,424-98.5% | $7,391-98.3% | $13,402-99.1% |