Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $36,428 | $100,970-63.9% | $96,576-62.3% | $137,256-73.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.46% | 38.16%-19.7pp | 38.47%-20.0pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,412 | $3,809-36.7% | $3,553-32.1% | $4,156-42.0% |
| Participant deferral / active EE | $1,683 | $8,286-79.7% | $7,956-78.8% | $6,407-73.7% |
| Admin fee / account holder | $19 | $11,312-99.8% | $11,381-99.8% | $12,270-99.8% |