Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $17,439 | $104,694-83.3% | $85,709-79.7% | $167,536-89.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 96.07% | 21.45%+74.6pp | 21.49%+74.6pp | 478.82%-382.7pp |
| Employer contribution / active EE | $2,353 | $3,337-29.5% | $2,619-10.1% | $4,839-51.4% |
| Participant deferral / active EE | $0 | $4,826-100.0% | $3,924-100.0% | $6,342-100.0% |
| Admin fee / account holder | $270 | $10,035-97.3% | $6,876-96.1% | $12,315-97.8% |