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 | $23,837 | $93,117-74.4% | $77,096-69.1% | $134,532-82.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 36.65% | 62.67%-26.0pp | 42.35%-5.7pp | 418.27%-381.6pp |
| Employer contribution / active EE | $712 | $3,420-79.2% | $2,814-74.7% | $4,741-85.0% |
| Participant deferral / active EE | $712 | $5,241-86.4% | $4,429-83.9% | $6,401-88.9% |
| Admin fee / account holder | $20 | $6,948-99.7% | $5,428-99.6% | $11,429-99.8% |