Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $25,158 | $96,388-73.9% | $80,627-68.8% | $139,466-82.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 5.23% | 1352.08%-1346.8pp | 936.76%-931.5pp | 373.66%-368.4pp |
| Employer contribution / active EE | $1,366 | $3,260-58.1% | $2,723-49.8% | $4,754-71.3% |
| Participant deferral / active EE | $130 | $5,224-97.5% | $4,443-97.1% | $6,712-98.1% |
| Admin fee / account holder | $4 | $6,603-99.9% | $5,381-99.9% | $11,409-100.0% |