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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,625 | $97,027-45.8% | $83,323-36.8% | $135,382-61.1% |
| Participation rate | 76.5% | 80.4%-3.9pp | 77.8%-1.3pp | 82.6%-6.2pp |
| Annual return | -5.80% | 12.31%-18.1pp | 10.63%-16.4pp | 519.77%-525.6pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,631 | $5,964-72.6% | $5,565-70.7% | $5,609-70.9% |
| Admin fee / account holder | $0 | $8,427-100.0% | $7,539-100.0% | $10,829-100.0% |