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 | $15,542 | $88,754-82.5% | $81,820-81.0% | $145,877-89.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 2.83% | 1031.77%-1028.9pp | 777.93%-775.1pp | 551.28%-548.5pp |
| Employer contribution / active EE | $8,504 | $3,085+175.6% | $2,915+191.7% | $4,663+82.4% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $21 | $8,424-99.8% | $7,391-99.7% | $13,402-99.8% |