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 | $52,193 | $77,574-32.7% | $108,753-52.0% | $86,983-40.0% |
| Participation rate | 85.2% | 62.3%+22.9pp | 71.1%+14.1pp | 69.5%+15.6pp |
| Annual return | 11.75% | 18.42%-6.7pp | 37.47%-25.7pp | 25.83%-14.1pp |
| Employer contribution / active EE | $2,591 | $1,611+60.9% | $2,427+6.8% | $2,584+0.2% |
| Participant deferral / active EE | $1,045 | $3,128-66.6% | $4,115-74.6% | $4,194-75.1% |
| Admin fee / account holder | $121 | $6,529-98.1% | $10,320-98.8% | $7,856-98.5% |