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 | $23,624 | $71,353-66.9% | $92,805-74.5% | $86,983-72.8% |
| Participation rate | 100.0% | 80.9%+19.1pp | 83.5%+16.5pp | 69.5%+30.5pp |
| Annual return | 8.69% | 44.68%-36.0pp | 31.59%-22.9pp | 25.83%-17.1pp |
| Employer contribution / active EE | $5,800 | $2,468+135.0% | $3,424+69.4% | $2,584+124.4% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $8,448-100.0% | $4,194-100.0% |
| Admin fee / account holder | $34 | $6,099-99.4% | $10,911-99.7% | $7,856-99.6% |