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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,720 | $58,234-76.4% | $81,783-83.2% | $80,874-83.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 34.67% | 41.70%-7.0pp | 775.05%-740.4pp | 35.62%-1.0pp |
| Employer contribution / active EE | $2,951 | $2,341+26.0% | $2,913+1.3% | $2,756+7.1% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $146 | $4,982-97.1% | $7,380-98.0% | $6,935-97.9% |