Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $0 | $52,385-100.0% | $57,356-100.0% | - |
| Participation rate | 0.0% | 68.0%-68.0pp | 75.1%-75.1pp | - |
| Annual return | 1.88% | 89.90%-88.0pp | 24.41%-22.5pp | - |
| Employer contribution / active EE | $1,566 | $2,300-31.9% | $2,689-41.7% | - |
| Participant deferral / active EE | $780 | $2,423-67.8% | $3,162-75.3% | - |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | - |