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 | $30,837 | $167,353-81.6% | $143,797-78.6% | $134,545-77.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.19% | 0.48%-7.7pp | -0.04%-7.2pp | 418.37%-425.6pp |
| Employer contribution / active EE | $3,213 | $5,620-42.8% | $4,952-35.1% | $4,742-32.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $218 | $18,096-98.8% | $14,679-98.5% | $11,431-98.1% |