Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $2,379 | $29,733-92.0% | $56,025-95.8% | $80,959-97.1% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 5.02% | 35.28%-30.3pp | 1712.69%-1707.7pp | 35.67%-30.7pp |
| Employer contribution / active EE | $627 | $672-6.7% | $1,042-39.8% | $2,757-77.3% |
| Participant deferral / active EE | $0 | $1,229-100.0% | $1,955-100.0% | $4,300-100.0% |
| Admin fee / account holder | $137 | $2,434-94.4% | $2,828-95.1% | $6,925-98.0% |