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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,784 | $105,867-38.8% | $90,760-28.6% | $134,532-51.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.90% | -10.99%-7.9pp | -12.16%-6.7pp | 418.27%-437.2pp |
| Employer contribution / active EE | $484 | $3,464-86.0% | $2,922-83.4% | $4,741-89.8% |
| Participant deferral / active EE | $1,210 | $5,217-76.8% | $4,565-73.5% | $6,401-81.1% |
| Admin fee / account holder | $60 | $13,936-99.6% | $8,444-99.3% | $11,429-99.5% |