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 | $0 | $45,082-100.0% | $69,464-100.0% | $72,975-100.0% |
| Participation rate | 0.0% | 68.5%-68.5pp | 74.6%-74.6pp | 69.5%-69.5pp |
| Annual return | 17.48% | 22.66%-5.2pp | 28.98%-11.5pp | 81.01%-63.5pp |
| Employer contribution / active EE | $828 | $2,055-59.7% | $2,779-70.2% | $2,440-66.1% |
| Participant deferral / active EE | $738 | $2,604-71.7% | $3,536-79.1% | $3,608-79.6% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,840-100.0% | $5,124-100.0% |