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 | $68,012 | $102,663-33.8% | $86,216-21.1% | $139,466-51.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 12.40% | 1924.52%-1912.1pp | 1169.42%-1157.0pp | 373.66%-361.3pp |
| Employer contribution / active EE | $1,660 | $3,035-45.3% | $2,382-30.3% | $4,754-65.1% |
| Participant deferral / active EE | $632 | $4,677-86.5% | $3,986-84.2% | $6,712-90.6% |
| Admin fee / account holder | $20 | $8,663-99.8% | $6,853-99.7% | $11,409-99.8% |