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.
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 | $15,536 | $91,198-83.0% | $178,503-91.3% | $79,856-80.5% |
| Participation rate | 96.6% | 69.2%+27.3pp | 81.9%+14.6pp | 69.6%+26.9pp |
| Annual return | 2.31% | 24.20%-21.9pp | 151.12%-148.8pp | 31.71%-29.4pp |
| Employer contribution / active EE | $315 | $3,257-90.3% | $5,011-93.7% | $2,471-87.3% |
| Participant deferral / active EE | $960 | $3,237-70.3% | $5,202-81.6% | $3,741-74.3% |
| Admin fee / account holder | $196 | $6,748-97.1% | $13,987-98.6% | $5,306-96.3% |