Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $48,931 | $75,962-35.6% | $154,111-68.2% | $64,173-23.8% |
| Participation rate | 89.2% | 70.4%+18.8pp | 83.0%+6.2pp | 69.6%+19.6pp |
| Annual return | -4.13% | 30.32%-34.4pp | 735.18%-739.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,265 | $3,350-32.4% | $5,298-57.2% | $2,381-4.8% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $106 | $5,589-98.1% | $13,411-99.2% | $4,887-97.8% |