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 | $123,897 | $226,090-45.2% | $182,531-32.1% | $152,885-19.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 20.02% | 192.57%-172.5pp | 148.57%-128.5pp | 345.39%-325.4pp |
| Employer contribution / active EE | $512 | $4,978-89.7% | $4,075-87.4% | $4,763-89.2% |
| Participant deferral / active EE | $512 | $6,369-92.0% | $5,525-90.7% | $5,851-91.2% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |