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 | $127,949 | $167,362-23.5% | $143,799-11.0% | $134,532-4.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.17% | 0.47%-6.6pp | -0.04%-6.1pp | 418.27%-424.4pp |
| Employer contribution / active EE | $12,457 | $5,620+121.6% | $4,952+151.5% | $4,741+162.7% |
| Participant deferral / active EE | $433 | $6,447-93.3% | $5,638-92.3% | $6,401-93.2% |
| Admin fee / account holder | $268 | $18,094-98.5% | $14,677-98.2% | $11,429-97.7% |