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 | $44,724 | $73,848-39.4% | $143,799-68.9% | $68,486-34.7% |
| Participation rate | 76.7% | 66.7%+10.0pp | 80.3%-3.6pp | 67.9%+8.8pp |
| Annual return | -15.17% | 0.91%-16.1pp | -0.04%-15.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,642 | $3,184-48.4% | $4,952-66.8% | $2,597-36.8% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $13 | $5,755-99.8% | $14,677-99.9% | $5,404-99.8% |