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 | $30,747 | $110,212-72.1% | $96,534-68.1% | $139,466-78.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.56% | 26.42%-14.9pp | 25.88%-14.3pp | 373.66%-362.1pp |
| Employer contribution / active EE | $1,741 | $3,620-51.9% | $2,965-41.3% | $4,754-63.4% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $223 | $11,599-98.1% | $8,253-97.3% | $11,409-98.0% |