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 | $26,115 | $75,832-65.6% | $147,617-82.3% | $59,633-56.2% |
| Participation rate | 96.7% | 71.6%+25.1pp | 84.6%+12.0pp | 68.7%+28.0pp |
| Annual return | 3.73% | 0.37%+3.4pp | 61.98%-58.3pp | 2041.45%-2037.7pp |
| Employer contribution / active EE | $1,500 | $3,485-57.0% | $5,564-73.0% | $2,203-31.9% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $91 | $5,986-98.5% | $11,612-99.2% | $4,297-97.9% |