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 | $29,625 | $101,063-70.7% | $81,473-63.6% | $147,586-79.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.96% | 32.41%-14.4pp | 38.78%-20.8pp | 578.59%-560.6pp |
| Employer contribution / active EE | $7,159 | $3,206+123.3% | $2,568+178.8% | $4,876+46.8% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $114 | $5,812-98.0% | $4,561-97.5% | $10,886-99.0% |