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 | $66,567 | $138,075-51.8% | $123,552-46.1% | $135,379-50.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.19% | 153.70%-162.9pp | 119.20%-128.4pp | 519.79%-529.0pp |
| Employer contribution / active EE | $16,170 | $5,152+213.9% | $4,628+249.4% | $4,779+238.4% |
| Participant deferral / active EE | $737 | $6,800-89.2% | $6,426-88.5% | $5,609-86.9% |
| Admin fee / account holder | $298 | $10,917-97.3% | $9,285-96.8% | $10,828-97.2% |