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 | $97,736 | $68,097+43.5% | $62,929+55.3% | $137,256-28.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 16.28% | 1859.11%-1842.8pp | 1063.93%-1047.7pp | 220.34%-204.1pp |
| Employer contribution / active EE | $11,520 | $2,811+309.8% | $2,505+360.0% | $4,156+177.2% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $174 | $6,521-97.3% | $5,065-96.6% | $12,270-98.6% |