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.
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 | $14,663 | $77,638-81.1% | $156,552-90.6% | $62,881-76.7% |
| Participation rate | 98.3% | 71.2%+27.1pp | 84.0%+14.3pp | 69.3%+29.0pp |
| Annual return | -1.42% | 50.33%-51.7pp | 32.23%-33.6pp | 20.14%-21.6pp |
| Employer contribution / active EE | $2,210 | $3,444-35.8% | $5,501-59.8% | $2,281-3.1% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $201 | $5,561-96.4% | $13,028-98.5% | $4,296-95.3% |