Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,257 | $72,071-77.4% | $68,368-76.2% | $137,256-88.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.69% | 353.14%-341.5pp | 292.57%-280.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $3,761 | $2,788+34.9% | $2,649+42.0% | $4,156-9.5% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $98 | $5,336-98.2% | $5,150-98.1% | $12,270-99.2% |