Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $80,921 | $90,486-10.6% | $78,676+2.9% | $273,972-70.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.47% | 75.62%-74.2pp | 62.19%-60.7pp | 41.46%-40.0pp |
| Employer contribution / active EE | $4,243 | $3,175+33.6% | $2,850+48.9% | $4,869-12.8% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $24 | $5,263-99.5% | $4,510-99.5% | $10,133-99.8% |