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 | $15,587 | $65,712-76.3% | $57,196-72.7% | $273,972-94.3% |
| Participation rate | 78.6% | 78.3%+0.2pp | 75.3%+3.2pp | 83.0%-4.4pp |
| Annual return | 5.83% | 22.01%-16.2pp | 14.59%-8.8pp | 41.46%-35.6pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $188 | $3,782-95.0% | $3,096-93.9% | $5,287-96.4% |
| Admin fee / account holder | $49 | $4,838-99.0% | $3,141-98.4% | $10,133-99.5% |