Sign up free to preview peer percentile detail
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 | $47,770 | $108,882-56.1% | $96,754-50.6% | $154,746-69.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 11.37% | 98.39%-87.0pp | 82.04%-70.7pp | 172.34%-161.0pp |
| Employer contribution / active EE | $21,107 | $3,018+599.3% | $2,679+687.8% | $4,379+382.0% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $116 | $10,200-98.9% | $8,905-98.7% | $14,365-99.2% |