Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $31,755 | $102,696-69.1% | $86,235-63.2% | $139,487-77.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 11.25% | 1925.91%-1914.7pp | 1170.03%-1158.8pp | 373.84%-362.6pp |
| Employer contribution / active EE | $18,716 | $3,034+516.9% | $2,381+686.0% | $4,755+293.6% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $100 | $8,667-98.8% | $6,856-98.5% | $11,407-99.1% |