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 | $36,267 | $82,032-55.8% | $123,106-70.5% | $59,633-39.2% |
| Participation rate | 98.5% | 83.2%+15.3pp | 86.8%+11.8pp | 68.7%+29.9pp |
| Annual return | 2.15% | 5.12%-3.0pp | 13.22%-11.1pp | 2041.40%-2039.3pp |
| Employer contribution / active EE | $1,412 | $3,297-57.2% | $5,151-72.6% | $2,203-35.9% |
| Participant deferral / active EE | $1,807 | $4,667-61.3% | $6,229-71.0% | $3,192-43.4% |
| Admin fee / account holder | $105 | $5,881-98.2% | $9,015-98.8% | $4,297-97.6% |