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 | $14,741 | $73,518-79.9% | $63,003-76.6% | $147,585-90.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.77% | 175.46%-157.7pp | 87.59%-69.8pp | 578.57%-560.8pp |
| Employer contribution / active EE | $1,454 | $3,322-56.2% | $2,760-47.3% | $4,876-70.2% |
| Participant deferral / active EE | $219 | $4,183-94.8% | $3,329-93.4% | $5,439-96.0% |
| Admin fee / account holder | $260 | $5,952-95.6% | $3,600-92.8% | $10,885-97.6% |