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 | $195,197 | $202,460-3.6% | $169,385+15.2% | $139,456+40.0% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.2%-2.2pp | 80.3%-5.3pp |
| Annual return | 4.52% | 532.07%-527.5pp | 405.82%-401.3pp | 373.45%-368.9pp |
| Employer contribution / active EE | $312 | $4,691-93.3% | $4,012-92.2% | $4,753-93.4% |
| Participant deferral / active EE | $9,750 | $6,938+40.5% | $6,221+56.7% | $6,711+45.3% |
| Admin fee / account holder | $0 | $10,719-100.0% | $9,011-100.0% | $11,407-100.0% |