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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,275 | $110,212-73.4% | $96,534-69.7% | $139,466-79.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14296.37% | 26.42%+14270.0pp | 25.88%+14270.5pp | 373.66%+13922.7pp |
| Employer contribution / active EE | $1,490 | $3,620-58.8% | $2,965-49.8% | $4,754-68.7% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |