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 | $44,141 | $99,011-55.4% | $86,582-49.0% | $147,586-70.1% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | -0.31% | 1312.75%-1313.1pp | 965.08%-965.4pp | 578.59%-578.9pp |
| Employer contribution / active EE | $3,928 | $3,132+25.4% | $2,839+38.3% | $4,876-19.5% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $254 | $5,709-95.5% | $4,904-94.8% | $10,886-97.7% |