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 | $49,380 | $183,592-73.1% | $155,574-68.3% | $145,877-66.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 3.54% | 61.37%-57.8pp | 64.87%-61.3pp | 551.28%-547.7pp |
| Employer contribution / active EE | $10,322 | $5,317+94.1% | $4,676+120.8% | $4,663+121.4% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $273 | $19,316-98.6% | $15,914-98.3% | $13,402-98.0% |