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 | $43,021 | $115,796-62.8% | $101,264-57.5% | $158,950-72.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.93% | 56.15%-38.2pp | 46.48%-28.5pp | 302.91%-285.0pp |
| Employer contribution / active EE | $12,351 | $4,175+195.8% | $3,660+237.5% | $4,762+159.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $208 | $7,247-97.1% | $5,947-96.5% | $11,248-98.1% |