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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,049 | $84,685-81.0% | $73,836-78.3% | $125,389-87.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.29% | 3123.80%-3125.1pp | 2268.06%-2269.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $1,214 | $3,123-61.1% | $2,787-56.5% | $4,866-75.1% |
| Participant deferral / active EE | $351 | $3,993-91.2% | $3,583-90.2% | $5,352-93.4% |
| Admin fee / account holder | $169 | $5,694-97.0% | $4,882-96.5% | $9,541-98.2% |