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 | $22,797 | $132,634-82.8% | $115,768-80.3% | $137,256-83.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 6.03% | 160.70%-154.7pp | 100.46%-94.4pp | 220.34%-214.3pp |
| Employer contribution / active EE | $4,094 | $3,360+21.9% | $2,940+39.3% | $4,156-1.5% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $23 | $15,028-99.8% | $12,439-99.8% | $12,270-99.8% |