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 | $123,248 | $105,867+16.4% | $90,760+35.8% | $134,532-8.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -7.52% | -10.99%+3.5pp | -12.16%+4.6pp | 418.27%-425.8pp |
| Employer contribution / active EE | $2,422 | $3,464-30.1% | $2,922-17.1% | $4,741-48.9% |
| Participant deferral / active EE | $643 | $5,217-87.7% | $4,565-85.9% | $6,401-90.0% |
| Admin fee / account holder | $152 | $13,936-98.9% | $8,444-98.2% | $11,429-98.7% |