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 | $37,824 | $71,891-47.4% | $86,690-56.4% | $68,498-44.8% |
| Participation rate | 82.9% | 72.2%+10.6pp | 76.6%+6.3pp | 67.9%+15.0pp |
| Annual return | -11.21% | 3.53%-14.7pp | 35.93%-47.1pp | -7.84%-3.4pp |
| Employer contribution / active EE | $3,637 | $2,173+67.4% | $2,837+28.2% | $2,596+40.1% |
| Participant deferral / active EE | $852 | $3,779-77.4% | $4,656-81.7% | $4,027-78.8% |
| Admin fee / account holder | $277 | $6,112-95.5% | $7,490-96.3% | $5,403-94.9% |