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 | $48,249 | $183,988-73.8% | $162,177-70.2% | $152,897-68.4% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.5%+3.3pp |
| Annual return | 4.60% | 150.79%-146.2pp | 115.60%-111.0pp | 345.43%-340.8pp |
| Employer contribution / active EE | $3,693 | $6,370-42.0% | $5,613-34.2% | $4,764-22.5% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $63 | $13,123-99.5% | $10,843-99.4% | $11,599-99.5% |