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 | $49,395 | $154,209-68.0% | $130,062-62.0% | $139,487-64.6% |
| Participation rate | 93.3% | 82.0%+11.4pp | 78.5%+14.8pp | 80.3%+13.0pp |
| Annual return | 15.04% | 32.52%-17.5pp | -137.37%+152.4pp | 373.84%-358.8pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $995 | $6,709-85.2% | $5,821-82.9% | $6,713-85.2% |
| Admin fee / account holder | $262 | $13,988-98.1% | $10,601-97.5% | $11,407-97.7% |