Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,678 | $45,382-63.2% | $154,114-89.2% | $75,289-77.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | 2.51% | -0.47%+3.0pp | 735.16%-732.7pp | -0.04%+2.5pp |
| Employer contribution / active EE | $1,873 | $1,533+22.2% | $5,298-64.6% | $2,405-22.1% |
| Participant deferral / active EE | $249 | $2,384-89.6% | $5,081-95.1% | $3,739-93.4% |
| Admin fee / account holder | $29 | $89-67.1% | $13,411-99.8% | $102-71.3% |