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 | $229,520 | $175,231+31.0% | $149,696+53.3% | $139,466+64.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.66% | 166.77%-157.1pp | 134.46%-124.8pp | 373.66%-364.0pp |
| Employer contribution / active EE | $330 | $5,478-94.0% | $4,821-93.2% | $4,754-93.1% |
| Participant deferral / active EE | $5,310 | $6,521-18.6% | $5,682-6.5% | $6,712-20.9% |
| Admin fee / account holder | $20 | $16,155-99.9% | $13,212-99.8% | $11,409-99.8% |