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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,273 | $138,076-81.0% | $123,553-78.7% | $135,380-80.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.66% | 153.70%-162.4pp | 119.21%-127.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $1,821 | $5,152-64.7% | $4,628-60.7% | $4,779-61.9% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $203 | $10,917-98.1% | $9,284-97.8% | $10,828-98.1% |