Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $23,273 | $160,028-85.5% | $147,080-84.2% | $145,884-84.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.30% | 98.60%-74.3pp | 420.17%-395.9pp | 551.85%-527.5pp |
| Employer contribution / active EE | $10,072 | $5,286+90.5% | $4,933+104.2% | $4,662+116.0% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $60 | $15,030-99.6% | $12,989-99.5% | $13,392-99.6% |