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.
Employer 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 | $34,777 | $183,539-81.1% | $155,556-77.6% | $145,897-76.2% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 8.56% | 61.31%-52.7pp | 64.84%-56.3pp | 552.29%-543.7pp |
| Employer contribution / active EE | $705 | $5,315-86.7% | $4,675-84.9% | $4,663-84.9% |
| Participant deferral / active EE | $2,048 | $6,467-68.3% | $5,631-63.6% | $6,689-69.4% |
| Admin fee / account holder | $190 | $19,275-99.0% | $15,885-98.8% | $13,390-98.6% |