Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $122,766 | $96,388+27.4% | $80,627+52.3% | $139,466-12.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 5.31% | 1352.08%-1346.8pp | 936.76%-931.5pp | 373.66%-368.4pp |
| Employer contribution / active EE | $13,425 | $3,260+311.8% | $2,723+393.1% | $4,754+182.4% |
| Participant deferral / active EE | $0 | $5,224-100.0% | $4,443-100.0% | $6,712-100.0% |
| Admin fee / account holder | $17 | $6,603-99.7% | $5,381-99.7% | $11,409-99.9% |