Sign up free to preview peer percentile detail
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 | $92,142 | $201,370-54.2% | $184,256-50.0% | $145,897-36.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 210.85% | 29.05%+181.8pp | 28.85%+182.0pp | 552.29%-341.4pp |
| Employer contribution / active EE | $595 | $7,024-91.5% | $6,427-90.7% | $4,663-87.2% |
| Participant deferral / active EE | $744 | $9,808-92.4% | $9,133-91.9% | $6,689-88.9% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |