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 | $54,351 | $212,386-74.4% | $199,883-72.8% | $138,895-60.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 9.47% | 47.75%-38.3pp | 43.81%-34.3pp | 145.39%-135.9pp |
| Employer contribution / active EE | $2,623 | $6,625-60.4% | $6,261-58.1% | $4,194-37.5% |
| Participant deferral / active EE | $2,910 | $9,617-69.7% | $9,138-68.2% | $6,396-54.5% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |