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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,808 | $112,131-69.0% | $95,964-63.7% | $158,982-78.1% |
| Participation rate | 70.0% | 79.0%-9.0pp | 77.1%-7.1pp | 82.0%-12.0pp |
| Annual return | 0.00% | 171.19%-171.2pp | 91.64%-91.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $413 | $3,199-87.1% | $2,541-83.7% | $4,763-91.3% |
| Participant deferral / active EE | $471 | $4,784-90.2% | $4,167-88.7% | $5,983-92.1% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |