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 | $73,175 | $183,592-60.1% | $155,574-53.0% | $145,877-49.8% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 7.68% | 61.37%-53.7pp | 64.87%-57.2pp | 551.28%-543.6pp |
| Employer contribution / active EE | $3,592 | $5,317-32.4% | $4,676-23.2% | $4,663-23.0% |
| Participant deferral / active EE | $985 | $6,466-84.8% | $5,629-82.5% | $6,691-85.3% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |