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 | $37,809 | $138,068-72.6% | $125,358-69.8% | $134,493-71.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.54% | 750.30%-768.8pp | 572.03%-590.6pp | 418.01%-436.6pp |
| Employer contribution / active EE | $76 | $5,244-98.6% | $4,814-98.4% | $4,740-98.4% |
| Participant deferral / active EE | $76 | $7,799-99.0% | $7,447-99.0% | $6,400-98.8% |
| Admin fee / account holder | $179 | $11,568-98.5% | $10,007-98.2% | $11,425-98.4% |