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 | $41,827 | $56,197-25.6% | $67,652-38.2% | $59,633-29.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.23% | 18508.10%-18509.3pp | 6625.40%-6626.6pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $1,071 | $1,615-33.6% | $2,266-52.7% | $2,203-51.4% |
| Participant deferral / active EE | $367 | $2,844-87.1% | $3,560-89.7% | $3,192-88.5% |
| Admin fee / account holder | $211 | $3,958-94.7% | $4,821-95.6% | $4,297-95.1% |