Sign up free to preview peer percentile detail
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 | $8,957 | $88,754-89.9% | $81,820-89.1% | $145,877-93.9% |
| Participation rate | 95.2% | 75.1%+20.2pp | 72.4%+22.9pp | 80.3%+14.9pp |
| Annual return | 10.89% | 1031.77%-1020.9pp | 777.93%-767.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |