Sign up free to preview peer percentile detail
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 | $113,757 | $169,161-32.8% | $129,295-12.0% | $145,959-22.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 2.21% | 14348.07%-14345.9pp | 9429.28%-9427.1pp | 561.95%-559.7pp |
| Employer contribution / active EE | $11,262 | $5,543+103.2% | $4,157+170.9% | $4,661+141.6% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $53 | $9,878-99.5% | $7,665-99.3% | $13,398-99.6% |