Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $45,224 | $109,872-58.8% | $98,483-54.1% | $167,536-73.0% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.5pp | 82.1%+6.8pp |
| Annual return | 15.04% | 1959.31%-1944.3pp | 1494.38%-1479.3pp | 478.82%-463.8pp |
| Employer contribution / active EE | $5,171 | $3,225+60.3% | $2,961+74.7% | $4,839+6.9% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $224 | $6,757-96.7% | $5,953-96.2% | $12,315-98.2% |