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 | $14,379 | $154,754-90.7% | $124,206-88.4% | $138,895-89.6% |
| Participation rate | 87.0% | 75.5%+11.5pp | 69.6%+17.4pp | 79.9%+7.0pp |
| Annual return | 4.04% | 709.28%-705.2pp | 515.27%-511.2pp | 145.39%-141.4pp |
| Employer contribution / active EE | $1,087 | $4,446-75.6% | $3,540-69.3% | $4,194-74.1% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $287 | $6,690-95.7% | $5,929-95.2% | $12,562-97.7% |