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.
Employer 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 | $109,352 | $228,352-52.1% | $185,835-41.2% | $158,966-31.2% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | -4.04% | 40.81%-44.9pp | 35.96%-40.0pp | 302.95%-307.0pp |
| Employer contribution / active EE | $320 | $4,967-93.6% | $4,087-92.2% | $4,762-93.3% |
| Participant deferral / active EE | $9,750 | $6,416+52.0% | $5,633+73.1% | $5,983+63.0% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |