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 | $141,436 | $142,392-0.7% | $119,622+18.2% | $134,532+5.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -7.52% | -12.46%+4.9pp | -14.98%+7.5pp | 418.27%-425.8pp |
| Employer contribution / active EE | $742 | $5,224-85.8% | $4,232-82.5% | $4,741-84.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $143 | $13,593-98.9% | $10,328-98.6% | $11,429-98.7% |