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 | $15,309 | $91,179-83.2% | $178,499-91.4% | $79,852-80.8% |
| Participation rate | 73.6% | 69.2%+4.4pp | 81.9%-8.3pp | 69.6%+3.9pp |
| Annual return | 3.02% | 24.19%-21.2pp | 151.10%-148.1pp | 31.72%-28.7pp |
| Employer contribution / active EE | $528 | $3,256-83.8% | $5,011-89.5% | $2,471-78.6% |
| Participant deferral / active EE | $465 | $3,236-85.6% | $5,202-91.1% | $3,740-87.6% |
| Admin fee / account holder | $96 | $6,749-98.6% | $13,986-99.3% | $5,306-98.2% |