Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $26,146 | $110,093-76.3% | $97,295-73.1% | $145,897-82.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.89% | 244.76%-231.9pp | 75.62%-62.7pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,899 | $3,077-38.3% | $2,723-30.3% | $4,663-59.3% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $79 | $6,212-98.7% | $5,646-98.6% | $13,390-99.4% |