Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $238,392 | $564,480-57.8% | $103,982+129.3% | $564,480-57.8% |
| Participation rate | 100.0% | 89.1%+10.9pp | 73.2%+26.8pp | 89.1%+10.9pp |
| Annual return | 0.19% | -14.07%+14.3pp | -12.88%+13.1pp | -14.07%+14.3pp |
| Employer contribution / active EE | $53,333 | $29,221+82.5% | $11,125+379.4% | $29,221+82.5% |
| Participant deferral / active EE | $0 | $5,729-100.0% | $10,413-100.0% | $5,729-100.0% |
| Admin fee / account holder | $0 | $27,140-100.0% | $5,542-100.0% | $27,140-100.0% |