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 | $41,558 | $156,398-73.4% | $147,318-71.8% | $138,895-70.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.65% | 78.75%-59.1pp | 70.43%-50.8pp | 145.39%-125.7pp |
| Employer contribution / active EE | $1,077 | $4,853-77.8% | $4,593-76.5% | $4,194-74.3% |
| Participant deferral / active EE | $1,713 | $8,237-79.2% | $7,906-78.3% | $6,396-73.2% |
| Admin fee / account holder | $89 | $14,976-99.4% | $13,708-99.4% | $12,562-99.3% |