Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $8,611 | $25,979-66.9% | $71,778-88.0% | $68,490-87.4% |
| Participation rate | 100.0% | 54.5%+45.5pp | 62.3%+37.7pp | 67.9%+32.1pp |
| Annual return | 12.70% | -15.10%+27.8pp | 9.15%+3.5pp | -7.85%+20.6pp |
| Employer contribution / active EE | $1,713 | $900+90.2% | $1,704+0.5% | $2,597-34.0% |
| Participant deferral / active EE | $29 | $1,522-98.1% | $2,656-98.9% | $4,028-99.3% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,974-100.0% | $5,403-100.0% |