Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $227,075 | $103,038+120.4% | $90,324+151.4% | $152,909+48.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.06% | 95.25%-75.2pp | 78.15%-58.1pp | 345.46%-325.4pp |
| Employer contribution / active EE | $9,950 | $3,141+216.8% | $2,856+248.4% | $4,764+108.9% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15 | $6,177-99.8% | $5,356-99.7% | $11,601-99.9% |