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 | $245,041 | $111,814+119.2% | $103,374+137.0% | $145,959+67.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 8.71% | 24.77%-16.1pp | 24.89%-16.2pp | 561.95%-553.2pp |
| Employer contribution / active EE | $637 | $4,214-84.9% | $3,869-83.5% | $4,661-86.3% |
| Participant deferral / active EE | $7,071 | $5,618+25.9% | $5,058+39.8% | $6,689+5.7% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |