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 | $45,488 | $46,599-2.4% | $64,101-29.0% | $75,173-39.5% |
| Participation rate | 81.5% | 65.9%+15.5pp | 72.3%+9.2pp | 67.2%+14.3pp |
| Annual return | 11.55% | 26.06%-14.5pp | 33.72%-22.2pp | 160.72%-149.2pp |
| Employer contribution / active EE | $699 | $1,975-64.6% | $2,749-74.6% | $2,671-73.8% |
| Participant deferral / active EE | $695 | $2,837-75.5% | $3,881-82.1% | $4,126-83.2% |
| Admin fee / account holder | $214 | $2,956-92.8% | $3,070-93.0% | $5,651-96.2% |