Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,330 | $124,980-87.7% | $108,359-85.9% | $154,746-90.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 22.60% | 45.00%-22.4pp | 36.89%-14.3pp | 172.34%-149.7pp |
| Employer contribution / active EE | $769 | $2,851-73.0% | $2,399-68.0% | $4,379-82.4% |
| Participant deferral / active EE | $1,231 | $4,743-74.0% | $4,137-70.2% | $6,730-81.7% |
| Admin fee / account holder | $76 | $11,502-99.3% | $9,741-99.2% | $14,365-99.5% |