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 | $14,515 | $145,897-90.1% | $62,029-76.6% | $145,897-90.1% |
| Participation rate | 100.0% | 80.3%+19.7pp | 69.8%+30.2pp | 80.3%+19.7pp |
| Annual return | 15.42% | 552.29%-536.9pp | 14.86%+0.6pp | 552.29%-536.9pp |
| Employer contribution / active EE | $899 | $4,663-80.7% | $2,723-67.0% | $4,663-80.7% |
| Participant deferral / active EE | $1,445 | $6,689-78.4% | $5,346-73.0% | $6,689-78.4% |
| Admin fee / account holder | $64 | $13,390-99.5% | $3,975-98.4% | $13,390-99.5% |