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 | $44,617 | $171,867-74.0% | $149,716-70.2% | $147,585-69.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.37% | 2113.36%-2098.0pp | 1501.67%-1486.3pp | 578.58%-563.2pp |
| Employer contribution / active EE | $2,491 | $6,275-60.3% | $5,444-54.2% | $4,876-48.9% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $21 | $13,799-99.8% | $11,282-99.8% | $10,886-99.8% |