Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $41,998 | $160,028-73.8% | $147,080-71.4% | $145,884-71.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 4.75% | 98.60%-93.8pp | 420.17%-415.4pp | 551.85%-547.1pp |
| Employer contribution / active EE | $3,189 | $5,286-39.7% | $4,933-35.4% | $4,662-31.6% |
| Participant deferral / active EE | $1,320 | $8,422-84.3% | $8,066-83.6% | $6,690-80.3% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |