Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $27,257 | $111,814-75.6% | $103,378-73.6% | $145,978-81.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.32% | 24.80%-7.5pp | 24.91%-7.6pp | 550.52%-533.2pp |
| Employer contribution / active EE | $5,839 | $4,215+38.5% | $3,870+50.9% | $4,662+25.2% |
| Participant deferral / active EE | $169 | $5,618-97.0% | $5,058-96.7% | $6,690-97.5% |
| Admin fee / account holder | $110 | $9,764-98.9% | $8,401-98.7% | $13,400-99.2% |