Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,108 | $133,981-85.0% | $112,249-82.1% | $134,532-85.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -4.93% | 47.16%-52.1pp | 27.48%-32.4pp | 418.27%-423.2pp |
| Employer contribution / active EE | $3,171 | $4,040-21.5% | $3,636-12.8% | $4,741-33.1% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $198 | $7,492-97.4% | $6,412-96.9% | $11,429-98.3% |