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 | $52,135 | $99,647-47.7% | $86,439-39.7% | $134,509-61.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.70% | 6784.13%-6789.8pp | 4395.55%-4401.3pp | 418.13%-423.8pp |
| Employer contribution / active EE | $1,050 | $4,401-76.1% | $3,769-72.1% | $4,741-77.9% |
| Participant deferral / active EE | $1,913 | $7,246-73.6% | $6,952-72.5% | $6,400-70.1% |
| Admin fee / account holder | $23 | $8,373-99.7% | $6,732-99.7% | $11,427-99.8% |