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 | $28,984 | $135,956-78.7% | $123,894-76.6% | $273,970-89.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.19% | 56.63%-54.4pp | 47.52%-45.3pp | 41.46%-39.3pp |
| Employer contribution / active EE | $848 | $5,170-83.6% | $4,617-81.6% | $4,869-82.6% |
| Participant deferral / active EE | $1,059 | $6,343-83.3% | $5,984-82.3% | $5,287-80.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |