Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,066 | $25,014-43.8% | $69,611-79.8% | $80,925-82.6% |
| Participation rate | 100.0% | 64.2%+35.8pp | 66.4%+33.6pp | 67.7%+32.3pp |
| Annual return | 6.42% | 19.08%-12.7pp | 101.14%-94.7pp | 35.65%-29.2pp |
| Employer contribution / active EE | $5,593 | $991+464.2% | $1,709+227.3% | $2,756+102.9% |
| Participant deferral / active EE | $78 | $1,840-95.8% | $2,891-97.3% | $4,299-98.2% |
| Admin fee / account holder | $172 | $2,491-93.1% | $4,696-96.3% | $6,940-97.5% |