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 | $30,859 | $108,897-71.7% | $100,378-69.3% | $145,877-78.8% |
| Participation rate | 77.8% | 83.0%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 14.75% | 58.17%-43.4pp | 49.41%-34.7pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,296 | $4,420-70.7% | $3,942-67.1% | $4,663-72.2% |
| Participant deferral / active EE | $2,042 | $8,455-75.8% | $8,087-74.7% | $6,691-69.5% |
| Admin fee / account holder | $124 | $9,690-98.7% | $7,899-98.4% | $13,402-99.1% |