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 | $64,129 | $162,136-60.4% | $152,301-57.9% | $154,746-58.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 33.36% | 91.02%-57.7pp | 80.50%-47.1pp | 172.34%-139.0pp |
| Employer contribution / active EE | $1,762 | $4,890-64.0% | $4,624-61.9% | $4,379-59.8% |
| Participant deferral / active EE | $2,338 | $8,341-72.0% | $8,004-70.8% | $6,730-65.3% |
| Admin fee / account holder | $137 | $15,759-99.1% | $14,398-99.0% | $14,365-99.0% |