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 | $124,119 | $111,535+11.3% | $105,223+18.0% | $137,256-9.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 3.50% | 237.85%-234.4pp | 180.65%-177.1pp | 220.34%-216.8pp |
| Employer contribution / active EE | $830 | $3,939-78.9% | $3,689-77.5% | $4,156-80.0% |
| Participant deferral / active EE | $1,038 | $5,500-81.1% | $5,072-79.5% | $6,407-83.8% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |