Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,895 | $108,897-77.1% | $100,378-75.2% | $145,877-82.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 27.66% | 58.17%-30.5pp | 49.41%-21.8pp | 551.28%-523.6pp |
| Employer contribution / active EE | $17 | $4,420-99.6% | $3,942-99.6% | $4,663-99.6% |
| Participant deferral / active EE | $24 | $8,455-99.7% | $8,087-99.7% | $6,691-99.6% |
| Admin fee / account holder | $35 | $9,690-99.6% | $7,899-99.6% | $13,402-99.7% |