Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $21,119 | $115,814-81.8% | $101,275-79.1% | $158,982-86.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.92% | 56.16%-47.2pp | 46.48%-37.6pp | 302.99%-294.1pp |
| Employer contribution / active EE | $7,428 | $4,176+77.9% | $3,660+102.9% | $4,763+56.0% |
| Participant deferral / active EE | $213 | $4,958-95.7% | $4,371-95.1% | $5,983-96.4% |
| Admin fee / account holder | $162 | $7,249-97.8% | $5,948-97.3% | $11,252-98.6% |