Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,858 | $138,102-87.1% | $125,381-85.8% | $134,532-86.7% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -20.53% | 750.73%-771.3pp | 572.31%-592.8pp | 418.27%-438.8pp |
| Employer contribution / active EE | $1,835 | $5,245-65.0% | $4,815-61.9% | $4,741-61.3% |
| Participant deferral / active EE | $1,971 | $7,801-74.7% | $7,448-73.5% | $6,401-69.2% |
| Admin fee / account holder | $277 | $11,568-97.6% | $10,007-97.2% | $11,429-97.6% |