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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $138,075-100.0% | $123,552-100.0% | $135,379-100.0% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | -1.57% | 153.70%-155.3pp | 119.20%-120.8pp | 519.79%-521.4pp |
| Employer contribution / active EE | $734 | $5,152-85.8% | $4,628-84.1% | $4,779-84.6% |
| Participant deferral / active EE | $1,082 | $6,800-84.1% | $6,426-83.2% | $5,609-80.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |