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 | $18,099 | $118,877-84.8% | $96,570-81.3% | $167,536-89.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.97% | 50.50%-39.5pp | 37.79%-26.8pp | 478.82%-467.9pp |
| Employer contribution / active EE | $1,783 | $3,121-42.9% | $2,357-24.4% | $4,839-63.2% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $215 | $8,069-97.3% | $6,182-96.5% | $12,315-98.3% |