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 | $15,117 | $92,766-83.7% | $82,763-81.7% | $134,545-88.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.07% | 946.97%-969.0pp | 702.45%-724.5pp | 418.37%-440.4pp |
| Employer contribution / active EE | $2,234 | $3,273-31.7% | $3,008-25.7% | $4,742-52.9% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $41 | $5,978-99.3% | $5,325-99.2% | $11,431-99.6% |