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 | $14,976 | $92,766-83.9% | $82,763-81.9% | $134,545-88.9% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -17.10% | 946.97%-964.1pp | 702.45%-719.5pp | 418.37%-435.5pp |
| Employer contribution / active EE | $2,617 | $3,273-20.1% | $3,008-13.0% | $4,742-44.8% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $249 | $5,978-95.8% | $5,325-95.3% | $11,431-97.8% |