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.
Employer 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 | $75,627 | $147,556-48.7% | $129,031-41.4% | $198,609-61.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | -6.44% | 37.41%-43.8pp | 34.67%-41.1pp | 202.70%-209.1pp |
| Employer contribution / active EE | $414 | $3,645-88.6% | $3,226-87.2% | $5,055-91.8% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |