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 | $45,584 | $113,338-59.8% | $94,993-52.0% | $147,586-69.1% |
| Participation rate | 93.3% | 78.0%+15.4pp | 73.9%+19.4pp | 82.8%+10.5pp |
| Annual return | -0.08% | 20.80%-20.9pp | 27.14%-27.2pp | 578.59%-578.7pp |
| Employer contribution / active EE | $2,667 | $3,160-15.6% | $2,603+2.4% | $4,876-45.3% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $74 | $6,063-98.8% | $4,960-98.5% | $10,886-99.3% |