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 | $25,387 | $119,143-78.7% | $88,632-71.4% | $152,909-83.4% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.8%+31.2pp | 82.5%+17.5pp |
| Annual return | 7.37% | 48.12%-40.8pp | 43.75%-36.4pp | 345.46%-338.1pp |
| Employer contribution / active EE | $14,065 | $2,675+425.9% | $2,101+569.5% | $4,764+195.3% |
| Participant deferral / active EE | $0 | $3,555-100.0% | $2,917-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4 | $5,875-99.9% | $4,308-99.9% | $11,601-100.0% |