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.
Employer 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 | $193,117 | $160,040+20.7% | $147,096+31.3% | $145,877+32.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -7.59% | 98.49%-106.1pp | 419.75%-427.3pp | 551.28%-558.9pp |
| Employer contribution / active EE | $773 | $5,289-85.4% | $4,936-84.3% | $4,663-83.4% |
| Participant deferral / active EE | $7,583 | $8,429-10.0% | $8,071-6.0% | $6,691+13.3% |
| Admin fee / account holder | $68 | $15,050-99.5% | $13,005-99.5% | $13,402-99.5% |