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 | $15,686 | $87,166-82.0% | $76,735-79.6% | $137,256-88.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 21.01% | 26.50%-5.5pp | 29.77%-8.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $778 | $2,904-73.2% | $2,454-68.3% | $4,156-81.3% |
| Participant deferral / active EE | $694 | $4,726-85.3% | $4,088-83.0% | $6,407-89.2% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |