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 | $20,845 | $105,623-80.3% | $87,502-76.2% | $273,972-92.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 4.67% | 12.26%-7.6pp | 12.21%-7.5pp | 41.46%-36.8pp |
| Employer contribution / active EE | $12,175 | $3,141+287.7% | $2,550+377.5% | $4,869+150.1% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $64 | $4,781-98.7% | $4,221-98.5% | $10,133-99.4% |