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 | $21,440 | $45,050-52.4% | $63,018-66.0% | $70,126-69.4% |
| Participation rate | 96.7% | 69.5%+27.2pp | 74.8%+21.9pp | 69.5%+27.1pp |
| Annual return | 17.82% | 18.76%-0.9pp | 87.62%-69.8pp | 73.15%-55.3pp |
| Employer contribution / active EE | $410 | $2,052-80.0% | $2,761-85.1% | $2,343-82.5% |
| Participant deferral / active EE | $418 | $2,466-83.1% | $3,330-87.5% | $3,332-87.5% |
| Admin fee / account holder | $255 | $2,834-91.0% | $3,601-92.9% | $4,645-94.5% |