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 | $24,183 | $107,363-77.5% | $92,909-74.0% | $152,897-84.2% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 10.48% | 145.63%-135.1pp | 109.44%-99.0pp | 345.43%-335.0pp |
| Employer contribution / active EE | $799 | $4,222-81.1% | $3,653-78.1% | $4,764-83.2% |
| Participant deferral / active EE | $1,090 | $4,848-77.5% | $4,238-74.3% | $5,851-81.4% |
| Admin fee / account holder | $210 | $7,082-97.0% | $5,795-96.4% | $11,599-98.2% |