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 | $35,673 | $76,371-53.3% | $93,621-61.9% | $72,975-51.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 10.79% | 25.82%-15.0pp | 32.76%-22.0pp | 81.01%-70.2pp |
| Employer contribution / active EE | $1,317 | $2,276-42.1% | $2,719-51.6% | $2,440-46.0% |
| Participant deferral / active EE | $1,272 | $3,538-64.1% | $4,070-68.8% | $3,608-64.8% |
| Admin fee / account holder | $212 | $6,839-96.9% | $7,890-97.3% | $5,124-95.9% |