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 | $56,226 | $104,544-46.2% | $76,657-26.7% | $152,897-63.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 6.52% | 1014.36%-1007.8pp | 1166.74%-1160.2pp | 345.43%-338.9pp |
| Employer contribution / active EE | $3,333 | $3,118+6.9% | $2,303+44.8% | $4,764-30.0% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,335-100.0% | $5,851-100.0% |
| Admin fee / account holder | $211 | $12,286-98.3% | $6,423-96.7% | $11,599-98.2% |