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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,877 | $92,219-47.0% | $76,767-36.3% | $135,380-63.9% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -4.66% | 5.46%-10.1pp | 2.43%-7.1pp | 519.81%-524.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,354 | $4,508-70.0% | $3,852-64.9% | $5,609-75.9% |
| Admin fee / account holder | $230 | $10,749-97.9% | $6,675-96.6% | $10,828-97.9% |