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 | $65,561 | $184,000-64.4% | $162,185-59.6% | $152,909-57.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 1.15% | 150.80%-149.6pp | 115.61%-114.5pp | 345.46%-344.3pp |
| Employer contribution / active EE | $1,425 | $6,370-77.6% | $5,613-74.6% | $4,764-70.1% |
| Participant deferral / active EE | $919 | $8,033-88.6% | $7,297-87.4% | $5,851-84.3% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |