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 | $63,923 | $105,200-39.2% | $159,474-59.9% | $85,847-25.5% |
| Participation rate | 92.6% | 75.8%+16.9pp | 82.8%+9.8pp | 69.3%+23.3pp |
| Annual return | 24.64% | 45.08%-20.4pp | 263.68%-239.0pp | 318.61%-294.0pp |
| Employer contribution / active EE | $4,412 | $3,319+32.9% | $4,831-8.7% | $2,565+72.0% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $151 | $6,934-97.8% | $10,802-98.6% | $6,261-97.6% |