Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $71,137 | $87,544-18.7% | $75,784-6.1% | $125,388-43.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.08% | 13.49%-14.6pp | 9.68%-10.8pp | 282.24%-283.3pp |
| Employer contribution / active EE | $13,948 | $3,930+254.9% | $3,323+319.7% | $4,866+186.6% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $88 | $6,502-98.6% | $5,300-98.3% | $9,541-99.1% |