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.
Employer 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 | $224,643 | $100,811+122.8% | $86,698+159.1% | $134,545+67.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.88% | 29.11%-50.0pp | 35.96%-56.8pp | 418.37%-439.2pp |
| Employer contribution / active EE | $579 | $3,490-83.4% | $2,837-79.6% | $4,742-87.8% |
| Participant deferral / active EE | $6,464 | $5,339+21.1% | $4,656+38.8% | $6,401+1.0% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |