Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $107,656 | $138,114-22.1% | $125,391-14.1% | $134,545-20.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 143.44% | 750.88%-607.4pp | 572.41%-429.0pp | 418.37%-274.9pp |
| Employer contribution / active EE | $30,893 | $5,246+488.9% | $4,816+541.5% | $4,742+551.5% |
| Participant deferral / active EE | $1,363 | $7,801-82.5% | $7,448-81.7% | $6,401-78.7% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |