Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $26,050 | $157,304-83.4% | $141,197-81.6% | $152,909-83.0% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.5%+12.0pp |
| Annual return | 6.61% | 64.34%-57.7pp | 71.41%-64.8pp | 345.46%-338.9pp |
| Employer contribution / active EE | $1,006 | $5,263-80.9% | $4,736-78.8% | $4,764-78.9% |
| Participant deferral / active EE | $1,649 | $7,111-76.8% | $6,710-75.4% | $5,851-71.8% |
| Admin fee / account holder | $84 | $12,126-99.3% | $10,265-99.2% | $11,601-99.3% |