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 | $19,727 | $158,817-87.6% | $121,205-83.7% | $135,377-85.4% |
| Participation rate | 80.0% | 79.3%+0.7pp | 71.8%+8.2pp | 82.6%-2.6pp |
| Annual return | -3.42% | -0.64%-2.8pp | 16.93%-20.4pp | 519.75%-523.2pp |
| Employer contribution / active EE | $3,838 | $5,665-32.3% | $4,022-4.6% | $4,779-19.7% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $163 | $6,512-97.5% | $5,020-96.8% | $10,828-98.5% |