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 | $230,333 | $564,480-59.2% | $1,414,140-83.7% | $564,480-59.2% |
| Participation rate | 100.0% | 89.1%+10.9pp | 100.0%0pp | 89.1%+10.9pp |
| Annual return | -12.80% | -14.07%+1.3pp | -8.54%-4.3pp | -14.07%+1.3pp |
| Employer contribution / active EE | $10,000 | $29,221-65.8% | $10,307-3.0% | $29,221-65.8% |
| Participant deferral / active EE | $0 | $5,729-100.0% | $3,290-100.0% | $5,729-100.0% |
| Admin fee / account holder | $0 | $27,140-100.0% | $22,988-100.0% | $27,140-100.0% |