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 | $13,478 | $81,643-83.5% | $70,462-80.9% | $158,950-91.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 0.92% | 208.51%-207.6pp | 109.08%-108.2pp | 302.91%-302.0pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $627 | $4,555-86.2% | $3,710-83.1% | $5,983-89.5% |
| Admin fee / account holder | $153 | $6,194-97.5% | $3,845-96.0% | $11,248-98.6% |