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 | $31,838 | $98,776-67.8% | $149,745-78.7% | $79,856-60.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 5.56% | 27.38%-21.8pp | 276.72%-271.2pp | 31.71%-26.1pp |
| Employer contribution / active EE | $3,141 | $3,217-2.4% | $4,646-32.4% | $2,471+27.1% |
| Participant deferral / active EE | $1,623 | $5,681-71.4% | $6,843-76.3% | $3,741-56.6% |
| Admin fee / account holder | $132 | $6,053-97.8% | $9,312-98.6% | $5,306-97.5% |