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 | $38,663 | $97,732-60.4% | $83,831-53.9% | $135,380-71.4% |
| Participation rate | 94.7% | 80.0%+14.8pp | 76.1%+18.6pp | 82.6%+12.1pp |
| Annual return | -1.82% | 1287.56%-1289.4pp | 850.99%-852.8pp | 519.81%-521.6pp |
| Employer contribution / active EE | $2,480 | $4,222-41.3% | $3,631-31.7% | $4,779-48.1% |
| Participant deferral / active EE | $885 | $4,683-81.1% | $4,082-78.3% | $5,609-84.2% |
| Admin fee / account holder | $87 | $6,675-98.7% | $5,479-98.4% | $10,828-99.2% |