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.
Employer 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 | $22,579 | $76,368-70.4% | $67,681-66.6% | $154,746-85.4% |
| Participation rate | 80.0% | 79.0%+1.0pp | 73.7%+6.3pp | 80.7%-0.7pp |
| Annual return | 8.69% | 1066.77%-1058.1pp | 590.58%-581.9pp | 172.34%-163.7pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,410 | $4,824-29.3% | $3,976-14.2% | $6,730-49.3% |
| Admin fee / account holder | $292 | $8,559-96.6% | $6,100-95.2% | $14,365-98.0% |