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 | $12,735 | $90,614-85.9% | $76,089-83.3% | $145,877-91.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 4.47% | 623.80%-619.3pp | 360.94%-356.5pp | 551.28%-546.8pp |
| Employer contribution / active EE | $1,306 | $3,324-60.7% | $2,690-51.5% | $4,663-72.0% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,259-100.0% | $6,691-100.0% |
| Admin fee / account holder | $277 | $8,376-96.7% | $6,418-95.7% | $13,402-97.9% |