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 | $26,605 | $162,136-83.6% | $152,301-82.5% | $154,746-82.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.65% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,051 | $4,890-78.5% | $4,624-77.3% | $4,379-76.0% |
| Participant deferral / active EE | $1,340 | $8,341-83.9% | $8,004-83.3% | $6,730-80.1% |
| Admin fee / account holder | $55 | $15,759-99.6% | $14,398-99.6% | $14,365-99.6% |