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 | $20,938 | $183,539-88.6% | $155,556-86.5% | $145,897-85.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.90% | 61.31%-54.4pp | 64.84%-57.9pp | 552.29%-545.4pp |
| Employer contribution / active EE | $17,000 | $5,315+219.8% | $4,675+263.6% | $4,663+264.6% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $72 | $19,275-99.6% | $15,885-99.5% | $13,390-99.5% |