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 | $91,936 | $90,448+1.6% | $93,786-2.0% | $134,545-31.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -2.04% | -15.71%+13.7pp | -11.32%+9.3pp | 418.37%-420.4pp |
| Employer contribution / active EE | $5,043 | $4,349+16.0% | $4,328+16.5% | $4,742+6.4% |
| Participant deferral / active EE | $0 | $5,983-100.0% | $6,100-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,232-100.0% | $7,184-100.0% | $11,431-100.0% |