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 | $138,114+31.3% | $125,391+44.6% | $134,545+34.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.37% | 750.88%-768.3pp | 572.41%-589.8pp | 418.37%-435.7pp |
| Employer contribution / active EE | $9,083 | $5,246+73.1% | $4,816+88.6% | $4,742+91.6% |
| Participant deferral / active EE | $1,275 | $7,801-83.7% | $7,448-82.9% | $6,401-80.1% |
| Admin fee / account holder | $50 | $11,570-99.6% | $10,009-99.5% | $11,431-99.6% |