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 | $40,467 | $167,353-75.8% | $143,797-71.9% | $134,545-69.9% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -15.11% | 0.48%-15.6pp | -0.04%-15.1pp | 418.37%-433.5pp |
| Employer contribution / active EE | $2,177 | $5,620-61.3% | $4,952-56.0% | $4,742-54.1% |
| Participant deferral / active EE | $1,795 | $6,447-72.2% | $5,638-68.2% | $6,401-72.0% |
| Admin fee / account holder | $240 | $18,096-98.7% | $14,679-98.4% | $11,431-97.9% |