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 | $40,339 | $90,486-55.4% | $78,676-48.7% | $273,972-85.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.38% | 75.62%-76.0pp | 62.19%-62.6pp | 41.46%-41.8pp |
| Employer contribution / active EE | $4,462 | $3,175+40.5% | $2,850+56.5% | $4,869-8.4% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $254 | $5,263-95.2% | $4,510-94.4% | $10,133-97.5% |