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 | $41,284 | $138,076-70.1% | $123,553-66.6% | $135,380-69.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.97% | 153.70%-160.7pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $1,910 | $5,152-62.9% | $4,628-58.7% | $4,779-60.0% |
| Participant deferral / active EE | $2,077 | $6,800-69.5% | $6,426-67.7% | $5,609-63.0% |
| Admin fee / account holder | $102 | $10,917-99.1% | $9,284-98.9% | $10,828-99.1% |