Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,210 | $118,869-80.5% | $96,575-76.0% | $167,518-86.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.79%-37.8pp | 478.71%-478.7pp |
| Employer contribution / active EE | $469 | $3,120-85.0% | $2,357-80.1% | $4,838-90.3% |
| Participant deferral / active EE | $674 | $4,616-85.4% | $3,849-82.5% | $6,342-89.4% |
| Admin fee / account holder | $9 | $8,067-99.9% | $6,182-99.9% | $12,312-99.9% |