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 | $24,216 | $105,864-77.1% | $90,162-73.1% | $147,585-83.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 6.81% | 37.63%-30.8pp | 34.88%-28.1pp | 578.56%-571.8pp |
| Employer contribution / active EE | $15,109 | $4,126+266.2% | $3,318+355.4% | $4,876+209.8% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $135 | $8,046-98.3% | $5,943-97.7% | $10,885-98.8% |