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 | $19,430 | $150,207-87.1% | $120,380-83.9% | $145,978-86.7% |
| Participation rate | 71.4% | 78.8%-7.3pp | 71.9%-0.5pp | 80.3%-8.9pp |
| Annual return | 4.42% | 154.28%-149.9pp | 107.28%-102.9pp | 550.52%-546.1pp |
| Employer contribution / active EE | $4,076 | $4,351-6.3% | $3,465+17.6% | $4,662-12.6% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $12,203-100.0% | $9,421-100.0% | $13,400-100.0% |