Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,801 | $88,778-93.5% | $81,844-92.9% | $145,884-96.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.53% | 1033.03%-1028.5pp | 778.87%-774.3pp | 551.85%-547.3pp |
| Employer contribution / active EE | $377 | $3,087-87.8% | $2,916-87.1% | $4,662-91.9% |
| Participant deferral / active EE | $647 | $4,648-86.1% | $4,323-85.0% | $6,690-90.3% |
| Admin fee / account holder | $88 | $8,430-99.0% | $7,355-98.8% | $13,392-99.3% |