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 | $39,728 | $102,609-61.3% | $98,090-59.5% | $138,895-71.4% |
| Participation rate | 90.9% | 82.8%+8.1pp | 81.5%+9.4pp | 79.9%+11.0pp |
| Annual return | 10.13% | 36.44%-26.3pp | 37.05%-26.9pp | 145.39%-135.3pp |
| Employer contribution / active EE | $260 | $3,867-93.3% | $3,606-92.8% | $4,194-93.8% |
| Participant deferral / active EE | $2,207 | $8,167-73.0% | $7,845-71.9% | $6,396-65.5% |
| Admin fee / account holder | $3 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |