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 | $17,755 | $95,979-81.5% | $74,551-76.2% | $135,380-86.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.45% | 56.97%-62.4pp | 32.53%-38.0pp | 519.81%-525.3pp |
| Employer contribution / active EE | $4,365 | $2,716+60.7% | $1,961+122.6% | $4,779-8.7% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $187 | $6,522-97.1% | $5,059-96.3% | $10,828-98.3% |