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 | $59,191 | $108,942-45.7% | $100,415-41.1% | $145,897-59.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 3.44% | 58.27%-54.8pp | 49.47%-46.0pp | 552.29%-548.9pp |
| Employer contribution / active EE | $30,125 | $4,422+581.3% | $3,943+664.0% | $4,663+546.1% |
| Participant deferral / active EE | $0 | $8,461-100.0% | $8,091-100.0% | $6,689-100.0% |
| Admin fee / account holder | $63 | $9,702-99.4% | $7,906-99.2% | $13,390-99.5% |