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 | $50,454 | $176,105-71.3% | $159,474-68.4% | $167,536-69.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -5.22% | 331.91%-337.1pp | 263.68%-268.9pp | 478.82%-484.0pp |
| Employer contribution / active EE | $3,151 | $5,299-40.5% | $4,831-34.8% | $4,839-34.9% |
| Participant deferral / active EE | $1,613 | $7,751-79.2% | $7,353-78.1% | $6,342-74.6% |
| Admin fee / account holder | $56 | $12,559-99.6% | $10,802-99.5% | $12,315-99.5% |