Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $18,316 | $141,004-87.0% | $112,273-83.7% | $139,466-86.9% |
| Participation rate | 80.0% | 79.2%+0.8pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 24.75% | 32.75%-8.0pp | 30.23%-5.5pp | 373.66%-348.9pp |
| Employer contribution / active EE | $820 | $4,285-80.9% | $3,431-76.1% | $4,754-82.8% |
| Participant deferral / active EE | $451 | $5,878-92.3% | $4,800-90.6% | $6,712-93.3% |
| Admin fee / account holder | $12 | $9,959-99.9% | $7,752-99.8% | $11,409-99.9% |