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 | $73,702 | $171,867-57.1% | $149,721-50.8% | $147,586-50.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 1.29% | 2113.36%-2112.1pp | 1501.67%-1500.4pp | 578.59%-577.3pp |
| Employer contribution / active EE | $1,471 | $6,275-76.6% | $5,444-73.0% | $4,876-69.8% |
| Participant deferral / active EE | $949 | $7,270-86.9% | $6,568-85.5% | $5,439-82.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |