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 | $88,702-82.5% | $81,780-81.0% | $145,978-89.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 2.83% | 1029.12%-1026.3pp | 776.27%-773.4pp | 550.52%-547.7pp |
| Employer contribution / active EE | $8,504 | $3,084+175.7% | $2,914+191.8% | $4,662+82.4% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $21 | $8,414-99.8% | $7,384-99.7% | $13,400-99.8% |