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 | $115,842 | $167,362-30.8% | $143,799-19.4% | $134,532-13.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -8.45% | 0.47%-8.9pp | -0.04%-8.4pp | 418.27%-426.7pp |
| Employer contribution / active EE | $6,361 | $5,620+13.2% | $4,952+28.4% | $4,741+34.2% |
| Participant deferral / active EE | $186 | $6,447-97.1% | $5,638-96.7% | $6,401-97.1% |
| Admin fee / account holder | $156 | $18,094-99.1% | $14,677-98.9% | $11,429-98.6% |