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 | $15,464 | $162,529-90.5% | $130,788-88.2% | $154,746-90.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 19.66% | 510.48%-490.8pp | 386.44%-366.8pp | 172.34%-152.7pp |
| Employer contribution / active EE | $17 | $4,447-99.6% | $3,558-99.5% | $4,379-99.6% |
| Participant deferral / active EE | $17 | $4,808-99.7% | $4,137-99.6% | $6,730-99.8% |
| Admin fee / account holder | $29 | $7,669-99.6% | $6,673-99.6% | $14,365-99.8% |