Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $18,113 | $125,237-85.5% | $105,608-82.8% | $145,877-87.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.59% | 225.76%-215.2pp | 116.50%-105.9pp | 551.28%-540.7pp |
| Employer contribution / active EE | $1,173 | $3,720-68.5% | $3,167-63.0% | $4,663-74.8% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |