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 | $19,992 | $62,672-68.1% | $185,117-89.2% | $70,126-71.5% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 0.41% | 40.79%-40.4pp | 40.50%-40.1pp | 73.15%-72.7pp |
| Employer contribution / active EE | $5,219 | $1,753+197.7% | $4,182+24.8% | $2,343+122.8% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $169 | $3,932-95.7% | $8,159-97.9% | $4,645-96.4% |