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 | $94,382 | $104,251-9.5% | $91,004+3.7% | $147,586-36.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 3.38% | 27.06%-23.7pp | 4.60%-1.2pp | 578.59%-575.2pp |
| Employer contribution / active EE | $2,387 | $3,116-23.4% | $2,456-2.8% | $4,876-51.0% |
| Participant deferral / active EE | $416 | $4,195-90.1% | $3,548-88.3% | $5,439-92.4% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |