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 | $15,869 | $75,807-79.1% | $116,096-86.3% | $86,983-81.8% |
| Participation rate | 96.8% | 66.9%+29.9pp | 73.3%+23.5pp | 69.5%+27.2pp |
| Annual return | 20.24% | 18.57%+1.7pp | 326.25%-306.0pp | 25.83%-5.6pp |
| Employer contribution / active EE | $777 | $1,892-58.9% | $2,503-69.0% | $2,584-69.9% |
| Participant deferral / active EE | $596 | $3,212-81.5% | $3,952-84.9% | $4,194-85.8% |
| Admin fee / account holder | $110 | $6,659-98.3% | $7,704-98.6% | $7,856-98.6% |