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 | $48,320 | $138,102-65.0% | $125,381-61.5% | $134,532-64.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.05% | 750.73%-775.8pp | 572.31%-597.4pp | 418.27%-443.3pp |
| Employer contribution / active EE | $4,788 | $5,245-8.7% | $4,815-0.6% | $4,741+1.0% |
| Participant deferral / active EE | $2,143 | $7,801-72.5% | $7,448-71.2% | $6,401-66.5% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |