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 | $220,719 | $168,635+30.9% | $147,617+49.5% | $125,389+76.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -7.56% | 77.65%-85.2pp | 61.98%-69.5pp | 282.24%-289.8pp |
| Employer contribution / active EE | $24,307 | $6,252+288.8% | $5,564+336.8% | $4,866+399.5% |
| Participant deferral / active EE | $1,460 | $5,507-73.5% | $4,895-70.2% | $5,352-72.7% |
| Admin fee / account holder | $268 | $13,580-98.0% | $11,612-97.7% | $9,541-97.2% |