Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,546 | $90,607-82.8% | $79,467-80.4% | $135,380-88.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.56% | 977.74%-983.3pp | 718.30%-723.9pp | 519.81%-525.4pp |
| Employer contribution / active EE | $2,945 | $3,068-4.0% | $2,800+5.2% | $4,779-38.4% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5 | $5,895-99.9% | $5,104-99.9% | $10,828-100.0% |