Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer 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 | $25,177 | $102,422-75.4% | $147,117-82.9% | $80,959-68.9% |
| Participation rate | 96.1% | 75.9%+20.2pp | 82.2%+13.9pp | 67.7%+28.4pp |
| Annual return | 4.41% | 135.16%-130.7pp | 420.54%-416.1pp | 35.67%-31.3pp |
| Employer contribution / active EE | $282 | $3,717-92.4% | $4,932-94.3% | $2,757-89.8% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $262 | $7,953-96.7% | $12,993-98.0% | $6,925-96.2% |