Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $247,168 | $152,591+62.0% | $117,529+110.3% | $134,545+83.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -9.50% | 53.04%-62.5pp | 29.77%-39.3pp | 418.37%-427.9pp |
| Employer contribution / active EE | $33,358 | $5,576+498.2% | $4,179+698.2% | $4,742+603.5% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $20 | $7,004-99.7% | $5,645-99.6% | $11,431-99.8% |