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 | $10,100 | $58,258-82.7% | $81,820-87.7% | $80,925-87.5% |
| Participation rate | 93.6% | 63.5%+30.2pp | 72.4%+21.2pp | 67.7%+26.0pp |
| Annual return | 3.05% | 41.76%-38.7pp | 777.93%-774.9pp | 35.65%-32.6pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $259 | $3,284-92.1% | $4,323-94.0% | $4,299-94.0% |
| Admin fee / account holder | $0 | $4,976-100.0% | $7,391-100.0% | $6,940-100.0% |