Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $53,884 | $150,447-64.2% | $136,298-60.5% | $147,586-63.5% |
| Participation rate | 82.6% | 84.4%-1.8pp | 81.9%+0.7pp | 82.8%-0.2pp |
| Annual return | 4469.16% | 1049.15%+3420.0pp | 5156.27%-687.1pp | 578.59%+3890.6pp |
| Employer contribution / active EE | $1,049 | $5,256-80.0% | $4,696-77.7% | $4,876-78.5% |
| Participant deferral / active EE | $2,057 | $6,631-69.0% | $6,247-67.1% | $5,439-62.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |