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 | $78,354 | $67,602+15.9% | $82,312-4.8% | $70,126+11.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 3.74% | 21.57%-17.8pp | 25.88%-22.1pp | 73.15%-69.4pp |
| Employer contribution / active EE | $6,215 | $1,755+254.1% | $2,428+155.9% | $2,343+165.3% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $158 | $4,512-96.5% | $5,608-97.2% | $4,645-96.6% |