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 | $40,333 | $90,607-55.5% | $79,467-49.2% | $135,380-70.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.42% | 977.74%-987.2pp | 718.30%-727.7pp | 519.81%-529.2pp |
| Employer contribution / active EE | $4,213 | $3,068+37.3% | $2,800+50.5% | $4,779-11.8% |
| Participant deferral / active EE | $165 | $4,050-95.9% | $3,704-95.5% | $5,609-97.1% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |