Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,789 | $90,691-87.0% | $76,119-84.5% | $145,884-91.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.84% | 624.52%-611.7pp | 361.25%-348.4pp | 551.85%-539.0pp |
| Employer contribution / active EE | $24 | $3,329-99.3% | $2,693-99.1% | $4,662-99.5% |
| Participant deferral / active EE | $777 | $5,167-85.0% | $4,259-81.8% | $6,690-88.4% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |