Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $22,211 | $100,970-78.0% | $96,576-77.0% | $137,256-83.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.39% | 38.16%-20.8pp | 38.47%-21.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $195 | $3,809-94.9% | $3,553-94.5% | $4,156-95.3% |
| Participant deferral / active EE | $195 | $8,286-97.6% | $7,956-97.5% | $6,407-97.0% |
| Admin fee / account holder | $52 | $11,312-99.5% | $11,381-99.5% | $12,270-99.6% |