Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,703 | $117,433-84.9% | $99,475-82.2% | $152,897-88.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 4.47% | 31.87%-27.4pp | 30.72%-26.3pp | 345.43%-341.0pp |
| Employer contribution / active EE | $2,051 | $3,013-31.9% | $2,540-19.3% | $4,764-56.9% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $53 | $7,634-99.3% | $6,252-99.1% | $11,599-99.5% |