Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,677 | $95,917-85.7% | $79,583-82.8% | $134,545-89.8% |
| Participation rate | 77.8% | 75.0%+2.7pp | 69.5%+8.3pp | 81.2%-3.5pp |
| Annual return | -15.99% | -2.70%-13.3pp | 0.16%-16.2pp | 418.37%-434.4pp |
| Employer contribution / active EE | $1,106 | $3,129-64.7% | $2,414-54.2% | $4,742-76.7% |
| Participant deferral / active EE | $1,041 | $4,694-77.8% | $3,986-73.9% | $6,401-83.7% |
| Admin fee / account holder | $242 | $9,132-97.3% | $6,835-96.5% | $11,431-97.9% |