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 | $49,774 | $142,409-65.0% | $119,634-58.4% | $134,545-63.0% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -14.27% | -12.46%-1.8pp | -14.98%+0.7pp | 418.37%-432.6pp |
| Employer contribution / active EE | $1,393 | $5,224-73.3% | $4,232-67.1% | $4,742-70.6% |
| Participant deferral / active EE | $1,543 | $6,468-76.2% | $5,601-72.5% | $6,401-75.9% |
| Admin fee / account holder | $66 | $13,594-99.5% | $10,329-99.4% | $11,431-99.4% |