Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $28,097 | $78,694-64.3% | $67,652-58.5% | $125,389-77.6% |
| Participation rate | 87.5% | 78.8%+8.7pp | 75.7%+11.8pp | 83.2%+4.3pp |
| Annual return | -0.81% | 9.46%-10.3pp | 6625.40%-6626.2pp | 282.24%-283.1pp |
| Employer contribution / active EE | $1,302 | $3,044-57.2% | $2,266-42.6% | $4,866-73.3% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $185 | $7,403-97.5% | $4,821-96.2% | $9,541-98.1% |