Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $47,126 | $111,814-57.9% | $93,654-49.7% | $145,959-67.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 2.41% | 203.30%-200.9pp | 133.34%-130.9pp | 561.95%-559.5pp |
| Employer contribution / active EE | $17,105 | $3,092+453.3% | $2,421+606.6% | $4,661+267.0% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $142 | $10,246-98.6% | $8,282-98.3% | $13,398-98.9% |