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 | $75,439 | $157,304-52.0% | $141,197-46.6% | $152,909-50.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 0.32% | 64.34%-64.0pp | 71.41%-71.1pp | 345.46%-345.1pp |
| Employer contribution / active EE | $938 | $5,263-82.2% | $4,736-80.2% | $4,764-80.3% |
| Participant deferral / active EE | $4,208 | $7,111-40.8% | $6,710-37.3% | $5,851-28.1% |
| Admin fee / account holder | $82 | $12,126-99.3% | $10,265-99.2% | $11,601-99.3% |