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 | $0 | $156,398-100.0% | $147,318-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 79.9%-79.9pp |
| Annual return | 9.49% | 78.75%-69.3pp | 70.43%-60.9pp | 145.39%-135.9pp |
| Employer contribution / active EE | $3,995 | $4,853-17.7% | $4,593-13.0% | $4,194-4.8% |
| Participant deferral / active EE | $1,297 | $8,237-84.2% | $7,906-83.6% | $6,396-79.7% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |