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 | $40,498 | $94,529-57.2% | $140,019-71.1% | $64,173-36.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 1.64% | 7.77%-6.1pp | 651.17%-649.5pp | 7.63%-6.0pp |
| Employer contribution / active EE | $1,671 | $3,812-56.2% | $5,605-70.2% | $2,381-29.8% |
| Participant deferral / active EE | $1,162 | $5,250-77.9% | $6,927-83.2% | $3,470-66.5% |
| Admin fee / account holder | $109 | $6,741-98.4% | $10,705-99.0% | $4,887-97.8% |