Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $36,517 | $106,008-65.6% | $92,240-60.4% | $147,586-75.3% |
| Participation rate | 76.9% | 80.4%-3.5pp | 76.5%+0.4pp | 82.8%-5.9pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $244 | $4,478-94.6% | $3,897-93.7% | $5,439-95.5% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |