Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,671 | $133,981-90.5% | $112,249-88.7% | $134,532-90.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.04% | 47.16%-58.2pp | 27.48%-38.5pp | 418.27%-429.3pp |
| Employer contribution / active EE | $6,807 | $4,040+68.5% | $3,636+87.2% | $4,741+43.6% |
| Participant deferral / active EE | $1,292 | $5,292-75.6% | $4,729-72.7% | $6,401-79.8% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |