Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $39,180 | $154,228-74.6% | $145,433-73.1% | $137,256-71.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.11% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $9,039 | $4,804+88.2% | $4,554+98.5% | $4,156+117.5% |
| Participant deferral / active EE | $1,173 | $8,216-85.7% | $7,897-85.1% | $6,407-81.7% |
| Admin fee / account holder | $159 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |