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 | $15,834 | $54,757-71.1% | $90,304-82.5% | $72,975-78.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 17.50% | 30.63%-13.1pp | 78.13%-60.6pp | 81.01%-63.5pp |
| Employer contribution / active EE | $1,276 | $2,093-39.0% | $2,855-55.3% | $2,440-47.7% |
| Participant deferral / active EE | $259 | $2,887-91.0% | $3,885-93.3% | $3,608-92.8% |
| Admin fee / account holder | $180 | $3,973-95.5% | $5,354-96.6% | $5,124-96.5% |