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 | $7,264 | $99,053-92.7% | $88,179-91.8% | $138,895-94.8% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.1%+0.9pp | 79.9%-9.9pp |
| Annual return | 19.84% | 78.17%-58.3pp | 64.97%-45.1pp | 145.39%-125.6pp |
| Employer contribution / active EE | $416 | $2,882-85.6% | $2,549-83.7% | $4,194-90.1% |
| Participant deferral / active EE | $851 | $5,225-83.7% | $4,614-81.6% | $6,396-86.7% |
| Admin fee / account holder | $56 | $8,748-99.4% | $7,673-99.3% | $12,562-99.6% |