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 | $42,506 | $56,287-24.5% | $80,977-47.5% | $62,881-32.4% |
| Participation rate | 78.6% | 68.9%+9.6pp | 75.8%+2.8pp | 69.3%+9.3pp |
| Annual return | 4.19% | 22.13%-17.9pp | 17.11%-12.9pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,829 | $1,943-5.8% | $3,715-50.7% | $2,281-19.8% |
| Participant deferral / active EE | $801 | $4,196-80.9% | $5,696-85.9% | $3,203-75.0% |
| Admin fee / account holder | $110 | $3,742-97.1% | $5,517-98.0% | $4,296-97.4% |