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 | $20,268 | $76,368-73.5% | $67,681-70.1% | $154,746-86.9% |
| Participation rate | 87.5% | 79.0%+8.5pp | 73.7%+13.8pp | 80.7%+6.8pp |
| Annual return | 16.82% | 1066.77%-1050.0pp | 590.58%-573.8pp | 172.34%-155.5pp |
| Employer contribution / active EE | $416 | $3,151-86.8% | $2,678-84.5% | $4,379-90.5% |
| Participant deferral / active EE | $574 | $4,824-88.1% | $3,976-85.6% | $6,730-91.5% |
| Admin fee / account holder | $37 | $8,559-99.6% | $6,100-99.4% | $14,365-99.7% |