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 | $19,372 | $124,351-84.4% | $109,188-82.3% | $167,553-88.4% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 11.77% | 26.04%-14.3pp | 25.76%-14.0pp | 478.89%-467.1pp |
| Employer contribution / active EE | $1,910 | $4,210-54.6% | $3,723-48.7% | $4,840-60.5% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $42 | $7,975-99.5% | $6,755-99.4% | $12,316-99.7% |