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 | $239,364 | $55,930+328.0% | $76,089+214.6% | $80,925+195.8% |
| Participation rate | 86.8% | 62.1%+24.8pp | 69.1%+17.8pp | 67.7%+19.2pp |
| Annual return | 9.12% | 20.58%-11.5pp | 360.94%-351.8pp | 35.65%-26.5pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,406 | $3,051+44.4% | $4,259+3.4% | $4,299+2.5% |
| Admin fee / account holder | $269 | $5,241-94.9% | $6,418-95.8% | $6,940-96.1% |