Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $37,307 | $82,678-54.9% | $125,391-70.2% | $68,490-45.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 9.31% | -5.97%+15.3pp | 572.41%-563.1pp | -7.85%+17.2pp |
| Employer contribution / active EE | $10,042 | $3,382+196.9% | $4,816+108.5% | $2,597+286.7% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $72 | $6,277-98.8% | $10,009-99.3% | $5,403-98.7% |