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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,239 | $166,131+4.9% | $164,975+5.6% | $145,877+19.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.49% | 100.37%-96.9pp | 70.12%-66.6pp | 551.28%-547.8pp |
| Employer contribution / active EE | $2,161 | $5,276-59.0% | $4,343-50.2% | $4,663-53.7% |
| Participant deferral / active EE | $581 | $6,962-91.7% | $6,033-90.4% | $6,691-91.3% |
| Admin fee / account holder | $18 | $16,648-99.9% | $12,688-99.9% | $13,402-99.9% |