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 | $74,629 | $97,732-23.6% | $83,831-11.0% | $135,380-44.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.31% | 1287.56%-1295.9pp | 850.99%-859.3pp | 519.81%-528.1pp |
| Employer contribution / active EE | $4,724 | $4,222+11.9% | $3,631+30.1% | $4,779-1.1% |
| Participant deferral / active EE | $395 | $4,683-91.6% | $4,082-90.3% | $5,609-93.0% |
| Admin fee / account holder | $14 | $6,675-99.8% | $5,479-99.8% | $10,828-99.9% |