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 | $20,671 | $106,974-80.7% | $90,796-77.2% | $138,895-85.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 2.23% | 20.10%-17.9pp | 19.29%-17.1pp | 145.39%-143.2pp |
| Employer contribution / active EE | $10,255 | $2,609+293.1% | $2,294+347.1% | $4,194+144.5% |
| Participant deferral / active EE | $0 | $4,455-100.0% | $3,822-100.0% | $6,396-100.0% |
| Admin fee / account holder | $31 | $8,626-99.6% | $7,024-99.6% | $12,562-99.8% |