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 | $18,919 | $69,518-72.8% | $59,887-68.4% | $135,379-86.0% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.7%+19.7pp | 82.6%+11.8pp |
| Annual return | -3.91% | 7.95%-11.9pp | 3.46%-7.4pp | 519.79%-523.7pp |
| Employer contribution / active EE | $1,897 | $3,235-41.3% | $2,722-30.3% | $4,779-60.3% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $93 | $5,734-98.4% | $3,591-97.4% | $10,828-99.1% |