Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $21,487 | $71,230-69.8% | $93,727-77.1% | $80,959-73.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 9.93% | 11.26%-1.3pp | 133.83%-123.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $5,678 | $1,565+262.7% | $2,421+134.5% | $2,757+105.9% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $128 | $6,961-98.2% | $8,292-98.5% | $6,925-98.2% |