Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $112,499 | $106,524+5.6% | $152,301-26.1% | $87,485+28.6% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.4%-7.4pp | 68.9%+6.1pp |
| Annual return | 19.83% | 26.89%-7.1pp | 80.50%-60.7pp | 26.06%-6.2pp |
| Employer contribution / active EE | $1,403 | $3,371-58.4% | $4,624-69.7% | $2,596-46.0% |
| Participant deferral / active EE | $959 | $6,525-85.3% | $8,004-88.0% | $4,274-77.6% |
| Admin fee / account holder | $293 | $8,287-96.5% | $14,398-98.0% | $7,775-96.2% |