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 | $53,967 | $91,559-41.1% | $133,959-59.7% | $79,858-32.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 17.44% | 61.85%-44.4pp | 45.09%-27.7pp | 31.72%-14.3pp |
| Employer contribution / active EE | $1,522 | $2,384-36.2% | $3,919-61.2% | $2,471-38.4% |
| Participant deferral / active EE | $1,313 | $3,734-64.8% | $5,047-74.0% | $3,740-64.9% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,928-100.0% | $5,306-100.0% |