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 | $44,659 | $45,152-1.1% | $73,836-39.5% | $59,633-25.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -4.14% | 27.40%-31.5pp | 2268.06%-2272.2pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $181 | $2,573-93.0% | $3,583-94.9% | $3,192-94.3% |
| Admin fee / account holder | $189 | $3,515-94.6% | $4,882-96.1% | $4,297-95.6% |