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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,284 | $73,863-83.4% | $143,797-91.5% | $68,490-82.1% |
| Participation rate | 97.2% | 66.7%+30.6pp | 80.3%+16.9pp | 67.9%+29.3pp |
| Annual return | -13.84% | 0.91%-14.8pp | -0.04%-13.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $346 | $3,185-89.1% | $4,952-93.0% | $2,597-86.7% |
| Participant deferral / active EE | $248 | $3,385-92.7% | $5,638-95.6% | $4,028-93.9% |
| Admin fee / account holder | $256 | $5,756-95.6% | $14,679-98.3% | $5,403-95.3% |