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 | $36,562 | $103,393-64.6% | $87,103-58.0% | $152,909-76.1% |
| Participation rate | 71.4% | 79.4%-7.9pp | 76.9%-5.4pp | 82.5%-11.0pp |
| Annual return | 9.16% | 28.10%-18.9pp | 28.19%-19.0pp | 345.46%-336.3pp |
| Employer contribution / active EE | $941 | $3,221-70.8% | $2,521-62.7% | $4,764-80.2% |
| Participant deferral / active EE | $1,334 | $4,778-72.1% | $4,049-67.0% | $5,851-77.2% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |