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 | $27,012 | $160,040-83.1% | $147,096-81.6% | $145,877-81.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -9.80% | 98.49%-108.3pp | 419.75%-429.6pp | 551.28%-561.1pp |
| Employer contribution / active EE | $7,510 | $5,289+42.0% | $4,936+52.1% | $4,663+61.0% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $47 | $15,050-99.7% | $13,005-99.6% | $13,402-99.6% |