Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $43,544 | $209,422-79.2% | $178,503-75.6% | $158,982-72.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.21% | 188.81%-185.6pp | 151.12%-147.9pp | 302.99%-299.8pp |
| Employer contribution / active EE | $3,881 | $5,707-32.0% | $5,011-22.6% | $4,763-18.5% |
| Participant deferral / active EE | $1,336 | $5,955-77.6% | $5,202-74.3% | $5,983-77.7% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |