Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $122,423 | $148,623-17.6% | $135,974-10.0% | $139,466-12.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.76% | 79.30%-71.5pp | 68.30%-60.5pp | 373.66%-365.9pp |
| Employer contribution / active EE | $2,195 | $5,246-58.2% | $4,859-54.8% | $4,754-53.8% |
| Participant deferral / active EE | $1,582 | $8,103-80.5% | $7,760-79.6% | $6,712-76.4% |
| Admin fee / account holder | $47 | $12,406-99.6% | $10,767-99.6% | $11,409-99.6% |