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 | $62,417 | $169,356-63.1% | $129,406-51.8% | $145,897-57.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.28% | 14418.62%-14412.3pp | 9468.18%-9461.9pp | 552.29%-546.0pp |
| Employer contribution / active EE | $33,233 | $5,542+499.7% | $4,155+699.8% | $4,663+612.8% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $299 | $9,915-97.0% | $7,689-96.1% | $13,390-97.8% |