Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $88,678 | $202,440-56.2% | $169,390-47.6% | $139,466-36.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 1.17% | 532.36%-531.2pp | 406.07%-404.9pp | 373.66%-372.5pp |
| Employer contribution / active EE | $3,709 | $4,693-21.0% | $4,013-7.6% | $4,754-22.0% |
| Participant deferral / active EE | $1,126 | $6,940-83.8% | $6,222-81.9% | $6,712-83.2% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |