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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,229 | $106,551-50.0% | $91,225-41.7% | $134,532-60.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 0.00% | 160.78%-160.8pp | 114.12%-114.1pp | 418.27%-418.3pp |
| Employer contribution / active EE | $169 | $3,331-94.9% | $2,851-94.1% | $4,741-96.4% |
| Participant deferral / active EE | $182 | $4,718-96.1% | $4,233-95.7% | $6,401-97.2% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |