Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,162 | $92,743-71.8% | $82,744-68.4% | $134,532-80.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.75% | 946.63%-963.4pp | 702.22%-719.0pp | 418.27%-435.0pp |
| Employer contribution / active EE | $5,329 | $3,273+62.8% | $3,008+77.2% | $4,741+12.4% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $19 | $5,977-99.7% | $5,325-99.6% | $11,429-99.8% |