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 | $143,394 | $69,274+107.0% | $64,097+123.7% | $139,487+2.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.05% | 46.00%-27.0pp | 33.75%-14.7pp | 373.84%-354.8pp |
| Employer contribution / active EE | $8,675 | $3,187+172.2% | $2,750+215.5% | $4,755+82.5% |
| Participant deferral / active EE | $183 | $4,685-96.1% | $3,881-95.3% | $6,713-97.3% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,407-100.0% |