Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $33,298 | $226,135-85.3% | $182,558-81.8% | $152,909-78.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 16.46% | 192.60%-176.1pp | 148.59%-132.1pp | 345.46%-329.0pp |
| Employer contribution / active EE | $558 | $4,979-88.8% | $4,076-86.3% | $4,764-88.3% |
| Participant deferral / active EE | $908 | $6,371-85.7% | $5,526-83.6% | $5,851-84.5% |
| Admin fee / account holder | $53 | $10,707-99.5% | $8,594-99.4% | $11,601-99.5% |