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 | $76,992 | $183,516-58.0% | $155,534-50.5% | $145,884-47.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 6.24% | 61.43%-55.2pp | 64.92%-58.7pp | 551.85%-545.6pp |
| Employer contribution / active EE | $875 | $5,315-83.5% | $4,675-81.3% | $4,662-81.2% |
| Participant deferral / active EE | $8,055 | $6,467+24.6% | $5,630+43.1% | $6,690+20.4% |
| Admin fee / account holder | $50 | $19,293-99.7% | $15,900-99.7% | $13,392-99.6% |