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 | $152,243 | $72,426+110.2% | $67,560+125.3% | $145,897+4.3% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 4.04% | 7226.78%-7222.7pp | 3533.50%-3529.5pp | 552.29%-548.3pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,246 | $4,785-32.2% | $4,004-18.9% | $6,689-51.5% |
| Admin fee / account holder | $2 | $5,514-100.0% | $3,994-99.9% | $13,390-100.0% |