Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $34,199 | $109,411-68.7% | $89,435-61.8% | $158,982-78.5% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 1.80% | 345.68%-343.9pp | 245.55%-243.8pp | 302.99%-301.2pp |
| Employer contribution / active EE | $64 | $3,173-98.0% | $2,587-97.5% | $4,763-98.7% |
| Participant deferral / active EE | $2,701 | $4,600-41.3% | $3,890-30.6% | $5,983-54.9% |
| Admin fee / account holder | $105 | $6,159-98.3% | $4,884-97.9% | $11,252-99.1% |