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 | $19,561 | $97,761-80.0% | $83,850-76.7% | $135,382-85.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.82% | 1287.44%-1294.3pp | 850.92%-857.7pp | 519.77%-526.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $768 | $4,682-83.6% | $4,082-81.2% | $5,609-86.3% |
| Admin fee / account holder | $11 | $6,674-99.8% | $5,478-99.8% | $10,829-99.9% |