Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer 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 | $45,890 | $96,558-52.5% | $80,977-43.3% | $273,972-83.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 1.53% | 15.14%-13.6pp | 17.11%-15.6pp | 41.46%-39.9pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,540 | $6,598-0.9% | $5,696+14.8% | $5,287+23.7% |
| Admin fee / account holder | $14 | $7,493-99.8% | $5,517-99.7% | $10,133-99.9% |