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 | $38,166 | $168,635-77.4% | $147,617-74.1% | $125,389-69.6% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -3.91% | 77.65%-81.6pp | 61.98%-65.9pp | 282.24%-286.2pp |
| Employer contribution / active EE | $996 | $6,252-84.1% | $5,564-82.1% | $4,866-79.5% |
| Participant deferral / active EE | $4,500 | $5,507-18.3% | $4,895-8.1% | $5,352-15.9% |
| Admin fee / account holder | $111 | $13,580-99.2% | $11,612-99.0% | $9,541-98.8% |