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 | $17,384 | $75,962-77.1% | $154,108-88.7% | $64,173-72.9% |
| Participation rate | 83.8% | 70.4%+13.4pp | 83.0%+0.7pp | 69.6%+14.2pp |
| Annual return | -5.64% | 30.32%-36.0pp | 735.21%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,146 | $3,350-35.9% | $5,298-59.5% | $2,381-9.9% |
| Participant deferral / active EE | $622 | $3,175-80.4% | $5,081-87.8% | $3,470-82.1% |
| Admin fee / account holder | $205 | $5,589-96.3% | $13,411-98.5% | $4,887-95.8% |