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 | $17,700 | $51,184-65.4% | $66,439-73.4% | $86,983-79.7% |
| Participation rate | 74.3% | 68.5%+5.8pp | 74.5%-0.2pp | 69.5%+4.7pp |
| Annual return | 16.58% | 17.07%-0.5pp | 757.66%-741.1pp | 25.83%-9.2pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $40 | $2,927-98.6% | $3,876-99.0% | $4,194-99.0% |
| Admin fee / account holder | $296 | $4,154-92.9% | $6,173-95.2% | $7,856-96.2% |