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 | $16,704 | $50,554-67.0% | $67,681-75.3% | $87,485-80.9% |
| Participation rate | 86.5% | 67.7%+18.8pp | 73.7%+12.8pp | 68.9%+17.6pp |
| Annual return | 15.72% | 17.81%-2.1pp | 590.58%-574.9pp | 26.06%-10.3pp |
| Employer contribution / active EE | $2,173 | $1,988+9.3% | $2,678-18.9% | $2,596-16.3% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $22 | $4,132-99.5% | $6,100-99.6% | $7,775-99.7% |