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 | $211,100 | $97,729+116.0% | $83,830+151.8% | $135,379+55.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.00% | 1287.52%-1298.5pp | 850.97%-862.0pp | 519.79%-530.8pp |
| Employer contribution / active EE | $624 | $4,222-85.2% | $3,631-82.8% | $4,779-86.9% |
| Participant deferral / active EE | $7,933 | $4,683+69.4% | $4,082+94.4% | $5,609+41.4% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |