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 | $33,076 | $156,398-78.9% | $147,318-77.5% | $138,895-76.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.62% | 78.75%-56.1pp | 70.43%-47.8pp | 145.39%-122.8pp |
| Employer contribution / active EE | $2,115 | $4,853-56.4% | $4,593-54.0% | $4,194-49.6% |
| Participant deferral / active EE | $2,115 | $8,237-74.3% | $7,906-73.2% | $6,396-66.9% |
| Admin fee / account holder | $165 | $14,976-98.9% | $13,708-98.8% | $12,562-98.7% |