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 | $245,263 | $138,075+77.6% | $123,552+98.5% | $135,379+81.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.39% | 153.70%-153.3pp | 119.20%-118.8pp | 519.79%-519.4pp |
| Employer contribution / active EE | $3,262 | $5,152-36.7% | $4,628-29.5% | $4,779-31.7% |
| Participant deferral / active EE | $324 | $6,800-95.2% | $6,426-95.0% | $5,609-94.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |