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 | $15,937 | $59,839-73.4% | $81,991-80.6% | $79,852-80.0% |
| Participation rate | 92.6% | 61.6%+31.0pp | 69.3%+23.3pp | 69.6%+23.0pp |
| Annual return | -7.65% | 17.56%-25.2pp | 41.31%-49.0pp | 31.72%-39.4pp |
| Employer contribution / active EE | $2,159 | $1,713+26.0% | $2,498-13.6% | $2,471-12.6% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $101 | $4,287-97.6% | $5,665-98.2% | $5,306-98.1% |