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 | $31,265 | $91,198-65.7% | $178,503-82.5% | $79,856-60.8% |
| Participation rate | 95.1% | 69.2%+25.9pp | 81.9%+13.2pp | 69.6%+25.4pp |
| Annual return | 3.63% | 24.20%-20.6pp | 151.12%-147.5pp | 31.71%-28.1pp |
| Employer contribution / active EE | $2,396 | $3,257-26.4% | $5,011-52.2% | $2,471-3.0% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $264 | $6,748-96.1% | $13,987-98.1% | $5,306-95.0% |