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 | $25,065 | $53,127-52.8% | $86,597-71.1% | $70,131-64.3% |
| Participation rate | 97.8% | 65.3%+32.5pp | 73.5%+24.2pp | 69.5%+28.2pp |
| Annual return | 10.77% | 27.66%-16.9pp | 964.96%-954.2pp | 73.14%-62.4pp |
| Employer contribution / active EE | $4,033 | $2,068+95.0% | $2,840+42.0% | $2,342+72.2% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $81 | $3,585-97.7% | $4,906-98.3% | $4,645-98.3% |