Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $92,282 | $114,073-19.1% | $96,161-4.0% | $167,518-44.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 3.38% | 189.95%-186.6pp | 192.01%-188.6pp | 478.71%-475.3pp |
| Employer contribution / active EE | $23,264 | $3,428+578.6% | $2,798+731.4% | $4,838+380.8% |
| Participant deferral / active EE | $0 | $5,195-100.0% | $4,349-100.0% | $6,342-100.0% |
| Admin fee / account holder | $102 | $6,899-98.5% | $5,538-98.2% | $12,312-99.2% |