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 | $79,322 | $152,591-48.0% | $117,529-32.5% | $134,545-41.0% |
| Participation rate | 86.7% | 77.1%+9.6pp | 70.6%+16.1pp | 81.2%+5.4pp |
| Annual return | -18.24% | 53.04%-71.3pp | 29.77%-48.0pp | 418.37%-436.6pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $42 | $4,821-99.1% | $4,072-99.0% | $6,401-99.3% |
| Admin fee / account holder | $262 | $7,004-96.3% | $5,645-95.4% | $11,431-97.7% |