Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $21,905 | $127,298-82.8% | $109,916-80.1% | $167,553-86.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 2.77% | 22.97%-20.2pp | 29.46%-26.7pp | 478.89%-476.1pp |
| Employer contribution / active EE | $14,754 | $3,325+343.8% | $2,844+418.8% | $4,840+204.9% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,343-100.0% |
| Admin fee / account holder | $29 | $7,119-99.6% | $6,069-99.5% | $12,316-99.8% |