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 | $19,961 | $167,362-88.1% | $143,799-86.1% | $134,532-85.2% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -17.12% | 0.47%-17.6pp | -0.04%-17.1pp | 418.27%-435.4pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,112 | $6,447-67.2% | $5,638-62.5% | $6,401-67.0% |
| Admin fee / account holder | $232 | $18,094-98.7% | $14,677-98.4% | $11,429-98.0% |