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 | $23,912 | $73,867-67.6% | $143,770-83.4% | $68,498-65.1% |
| Participation rate | 96.8% | 66.7%+30.2pp | 80.3%+16.5pp | 67.9%+29.0pp |
| Annual return | -19.15% | 1.01%-20.2pp | -0.04%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,366 | $3,184-57.1% | $4,951-72.4% | $2,596-47.4% |
| Participant deferral / active EE | $607 | $3,384-82.1% | $5,638-89.2% | $4,027-84.9% |
| Admin fee / account holder | $30 | $5,755-99.5% | $14,673-99.8% | $5,403-99.5% |