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 | $14,726 | $87,546-83.2% | $75,784-80.6% | $125,389-88.3% |
| Participation rate | 77.8% | 80.2%-2.4pp | 75.8%+2.0pp | 83.2%-5.4pp |
| Annual return | -4.11% | 13.49%-17.6pp | 9.68%-13.8pp | 282.24%-286.4pp |
| Employer contribution / active EE | $480 | $3,930-87.8% | $3,323-85.6% | $4,866-90.1% |
| Participant deferral / active EE | $1,276 | $4,230-69.8% | $3,652-65.1% | $5,352-76.2% |
| Admin fee / account holder | $237 | $6,503-96.4% | $5,300-95.5% | $9,541-97.5% |