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 | $73,071 | $96,524-24.3% | $75,900-3.7% | $152,909-52.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 5.19% | 33.93%-28.7pp | 30.73%-25.5pp | 345.46%-340.3pp |
| Employer contribution / active EE | $3,490 | $3,311+5.4% | $2,501+39.5% | $4,764-26.7% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,604-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2 | $8,082-100.0% | $5,421-100.0% | $11,601-100.0% |