Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $18,040 | $53,162-66.1% | $91,225-80.2% | $68,486-73.7% |
| Participation rate | 83.3% | 63.2%+20.1pp | 73.2%+10.1pp | 67.9%+15.4pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.12%-114.1pp | -7.85%+7.9pp |
| Employer contribution / active EE | $354 | $1,709-79.3% | $2,851-87.6% | $2,597-86.4% |
| Participant deferral / active EE | $492 | $2,974-83.4% | $4,233-88.4% | $4,028-87.8% |
| Admin fee / account holder | $33 | $4,493-99.3% | $5,422-99.4% | $5,404-99.4% |