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 | $56,818 | $172,111-67.0% | $150,298-62.2% | $137,256-58.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.03% | 69.37%-58.3pp | 62.79%-51.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $7,010 | $4,636+51.2% | $4,154+68.7% | $4,156+68.7% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $180 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |