Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $45,181 | $150,447-70.0% | $136,298-66.9% | $147,586-69.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.94% | 1049.15%-1033.2pp | 5156.27%-5140.3pp | 578.59%-562.7pp |
| Employer contribution / active EE | $8,642 | $5,256+64.4% | $4,696+84.0% | $4,876+77.2% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $185 | $10,906-98.3% | $9,244-98.0% | $10,886-98.3% |