Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $11,218 | $99,921-88.8% | $85,009-86.8% | $145,959-92.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.83% | 83.89%-69.1pp | 66.47%-51.6pp | 561.95%-547.1pp |
| Employer contribution / active EE | $1,191 | $3,233-63.2% | $2,728-56.4% | $4,661-74.5% |
| Participant deferral / active EE | $271 | $5,293-94.9% | $4,522-94.0% | $6,689-96.0% |
| Admin fee / account holder | $28 | $7,252-99.6% | $6,153-99.5% | $13,398-99.8% |