Sign up free to preview peer percentile detail
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 | $18,629 | $110,337-83.1% | $102,383-81.8% | $145,877-87.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 2.14% | 24.83%-22.7pp | 24.94%-22.8pp | 551.28%-549.1pp |
| Employer contribution / active EE | $1,334 | $4,216-68.4% | $3,870-65.5% | $4,663-71.4% |
| Participant deferral / active EE | $1,388 | $5,621-75.3% | $5,060-72.6% | $6,691-79.3% |
| Admin fee / account holder | $38 | $9,750-99.6% | $8,391-99.6% | $13,402-99.7% |