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 | $25,697 | $77,816-67.0% | $123,552-79.2% | $64,173-60.0% |
| Participation rate | 84.0% | 74.7%+9.3pp | 82.3%+1.7pp | 69.6%+14.4pp |
| Annual return | -4.33% | 12.49%-16.8pp | 119.20%-123.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $912 | $3,014-69.7% | $4,628-80.3% | $2,381-61.7% |
| Participant deferral / active EE | $1,867 | $5,240-64.4% | $6,426-70.9% | $3,470-46.2% |
| Admin fee / account holder | $293 | $5,519-94.7% | $9,285-96.8% | $4,887-94.0% |