Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
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 | $34,338 | $96,678-64.5% | $86,640-60.4% | $139,466-75.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.68% | 106.69%-95.0pp | 592.52%-580.8pp | 373.66%-362.0pp |
| Employer contribution / active EE | $249 | $3,265-92.4% | $3,024-91.8% | $4,754-94.8% |
| Participant deferral / active EE | $358 | $4,837-92.6% | $4,438-91.9% | $6,712-94.7% |
| Admin fee / account holder | $1 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |