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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,926 | $226,105-25.3% | $182,540-7.5% | $152,897+10.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 21.16% | 192.58%-171.4pp | 148.58%-127.4pp | 345.43%-324.3pp |
| Employer contribution / active EE | $400 | $4,978-92.0% | $4,076-90.2% | $4,764-91.6% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $140 | $10,706-98.7% | $8,593-98.4% | $11,599-98.8% |