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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,295 | $138,076-81.7% | $123,553-79.5% | $135,380-81.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.90% | 153.70%-157.6pp | 119.21%-123.1pp | 519.81%-523.7pp |
| Employer contribution / active EE | $755 | $5,152-85.3% | $4,628-83.7% | $4,779-84.2% |
| Participant deferral / active EE | $944 | $6,800-86.1% | $6,426-85.3% | $5,609-83.2% |
| Admin fee / account holder | $46 | $10,917-99.6% | $9,284-99.5% | $10,828-99.6% |