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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,072 | $87,546-72.5% | $75,784-68.2% | $125,389-80.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.73% | 13.49%-16.2pp | 9.68%-12.4pp | 282.24%-285.0pp |
| Employer contribution / active EE | $51 | $3,930-98.7% | $3,323-98.5% | $4,866-99.0% |
| Participant deferral / active EE | $167 | $4,230-96.1% | $3,652-95.4% | $5,352-96.9% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |