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 | $125,190-85.5% | $105,624-82.9% | $145,897-87.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.59% | 225.22%-214.6pp | 116.20%-105.6pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,173 | $3,720-68.5% | $3,168-63.0% | $4,663-74.8% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |