Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $120,489 | $106,267+13.4% | $96,520+24.8% | $139,456-13.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -0.73% | 38.45%-39.2pp | 35.72%-36.5pp | 373.45%-374.2pp |
| Employer contribution / active EE | $2,928 | $4,105-28.7% | $3,739-21.7% | $4,753-38.4% |
| Participant deferral / active EE | $660 | $5,454-87.9% | $4,879-86.5% | $6,711-90.2% |
| Admin fee / account holder | $192 | $7,882-97.6% | $6,733-97.1% | $11,407-98.3% |