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 | $181,329 | $138,078+31.3% | $125,363+44.6% | $134,509+34.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.37% | 750.49%-767.9pp | 572.15%-589.5pp | 418.13%-435.5pp |
| Employer contribution / active EE | $9,083 | $5,245+73.2% | $4,815+88.6% | $4,741+91.6% |
| Participant deferral / active EE | $1,275 | $7,800-83.7% | $7,447-82.9% | $6,400-80.1% |
| Admin fee / account holder | $50 | $11,566-99.6% | $10,005-99.5% | $11,427-99.6% |