Sign up free to preview peer percentile detail
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 | $28,951 | $109,908-73.7% | $97,161-70.2% | $145,978-80.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 6.72% | 243.80%-237.1pp | 75.36%-68.6pp | 550.52%-543.8pp |
| Employer contribution / active EE | $11,737 | $3,077+281.4% | $2,723+331.0% | $4,662+151.8% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $4,265-100.0% | $6,690-100.0% |
| Admin fee / account holder | $59 | $6,213-99.0% | $5,647-98.9% | $13,400-99.6% |