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 | $90,141 | $107,941-16.5% | $91,994-2.0% | $152,897-41.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 6.53% | 89.28%-82.7pp | 69.04%-62.5pp | 345.43%-338.9pp |
| Employer contribution / active EE | $4,515 | $4,212+7.2% | $3,453+30.8% | $4,764-5.2% |
| Participant deferral / active EE | $1,400 | $6,366-78.0% | $5,924-76.4% | $5,851-76.1% |
| Admin fee / account holder | $215 | $10,521-98.0% | $7,744-97.2% | $11,599-98.1% |