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 | $19,030 | $72,426-73.7% | $67,560-71.8% | $145,897-87.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 3.70% | 7226.78%-7223.1pp | 3533.50%-3529.8pp | 552.29%-548.6pp |
| Employer contribution / active EE | $4,721 | $3,074+53.5% | $2,737+72.5% | $4,663+1.2% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $143 | $5,514-97.4% | $3,994-96.4% | $13,390-98.9% |