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 | $54,849 | $106,005-48.3% | $92,239-40.5% | $147,585-62.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.86% | 50.05%-40.2pp | 176.29%-166.4pp | 578.58%-568.7pp |
| Employer contribution / active EE | $5,564 | $4,333+28.4% | $3,680+51.2% | $4,876+14.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $28 | $6,333-99.6% | $5,194-99.5% | $10,886-99.7% |