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 | $30,349 | $96,508-68.6% | $75,901-60.0% | $152,897-80.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 22.06% | 33.99%-11.9pp | 30.76%-8.7pp | 345.43%-323.4pp |
| Employer contribution / active EE | $2,688 | $3,310-18.8% | $2,501+7.5% | $4,764-43.6% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,081-100.0% | $5,420-100.0% | $11,599-100.0% |