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 | $79,476 | $50,554+57.2% | $67,681+17.4% | $87,485-9.2% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 0.49% | 17.81%-17.3pp | 590.58%-590.1pp | 26.06%-25.6pp |
| Employer contribution / active EE | $769 | $1,988-61.3% | $2,678-71.3% | $2,596-70.4% |
| Participant deferral / active EE | $915 | $2,961-69.1% | $3,976-77.0% | $4,274-78.6% |
| Admin fee / account holder | $104 | $4,132-97.5% | $6,100-98.3% | $7,775-98.7% |