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 | $100,432 | $123,859-18.9% | $69,632+44.2% | $145,897-31.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 19.50% | 192.49%-173.0pp | 101.32%-81.8pp | 552.29%-532.8pp |
| Employer contribution / active EE | $18,000 | $2,673+573.3% | $1,708+953.6% | $4,663+286.0% |
| Participant deferral / active EE | $325 | $4,242-92.3% | $2,889-88.8% | $6,689-95.1% |
| Admin fee / account holder | $0 | $7,817-100.0% | $4,695-100.0% | $13,390-100.0% |