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 | $21,052 | $44,850-53.1% | $60,547-65.2% | $59,633-64.7% |
| Participation rate | 70.0% | 59.5%+10.5pp | 68.0%+2.0pp | 68.7%+1.3pp |
| Annual return | -2.80% | 1074.14%-1076.9pp | 335.64%-338.4pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $244 | $1,462-83.3% | $2,419-89.9% | $2,203-88.9% |
| Participant deferral / active EE | $288 | $2,230-87.1% | $3,328-91.3% | $3,192-91.0% |
| Admin fee / account holder | $2 | $3,635-99.9% | $4,536-100.0% | $4,297-100.0% |