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 | $39,578 | $107,941-63.3% | $91,994-57.0% | $152,909-74.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 16.70% | 89.28%-72.6pp | 69.04%-52.3pp | 345.46%-328.8pp |
| Employer contribution / active EE | $10,796 | $4,212+156.3% | $3,453+212.7% | $4,764+126.6% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $270 | $10,521-97.4% | $7,744-96.5% | $11,601-97.7% |