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 | $33,994 | $64,719-47.5% | $112,249-69.7% | $68,486-50.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.25% | -11.40%-5.9pp | 27.48%-44.7pp | -7.85%-9.4pp |
| Employer contribution / active EE | $4,953 | $2,747+80.3% | $3,636+36.2% | $2,597+90.7% |
| Participant deferral / active EE | $1,014 | $3,565-71.5% | $4,729-78.5% | $4,028-74.8% |
| Admin fee / account holder | $82 | $5,232-98.4% | $6,412-98.7% | $5,404-98.5% |