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 | $64,885 | $199,109-67.4% | $173,730-62.7% | $154,746-58.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 3.86% | 20.02%-16.2pp | 19.96%-16.1pp | 172.34%-168.5pp |
| Employer contribution / active EE | $7,137 | $5,311+34.4% | $4,577+55.9% | $4,379+63.0% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $24 | $20,916-99.9% | $17,523-99.9% | $14,365-99.8% |