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 | $31,439 | $106,247-70.4% | $96,515-67.4% | $139,466-77.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.73% | 38.47%-29.7pp | 35.73%-27.0pp | 373.66%-364.9pp |
| Employer contribution / active EE | $2,575 | $4,106-37.3% | $3,740-31.1% | $4,754-45.8% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $127 | $7,885-98.4% | $6,735-98.1% | $11,409-98.9% |