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 | $7,726 | $39,028-80.2% | $80,741-90.4% | $85,847-91.0% |
| Participation rate | 100.0% | 41.6%+58.4pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 16.44% | 26.31%-9.9pp | 87.30%-70.9pp | 318.61%-302.2pp |
| Employer contribution / active EE | $2,548 | $722+252.8% | $1,160+119.6% | $2,565-0.7% |
| Participant deferral / active EE | $0 | $1,326-100.0% | $2,145-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $2,429-100.0% | $3,380-100.0% | $6,261-100.0% |