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 | $198,457-100.0% | $170,435-100.0% | $147,586-100.0% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 8.90% | 257.30%-248.4pp | 205.94%-197.0pp | 578.59%-569.7pp |
| Employer contribution / active EE | $42,965 | $6,183+594.9% | $5,432+690.9% | $4,876+781.1% |
| Participant deferral / active EE | $888 | $5,629-84.2% | $4,939-82.0% | $5,439-83.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |