Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $16,794 | $115,796-85.5% | $101,264-83.4% | $158,950-89.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 5.50% | 56.15%-50.7pp | 46.48%-41.0pp | 302.91%-297.4pp |
| Employer contribution / active EE | $14,119 | $4,175+238.2% | $3,660+285.8% | $4,762+196.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $71 | $7,247-99.0% | $5,947-98.8% | $11,248-99.4% |