Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $0 | $73,848-100.0% | $143,799-100.0% | $68,486-100.0% |
| Participation rate | 0.0% | 66.7%-66.7pp | 80.3%-80.3pp | 67.9%-67.9pp |
| Annual return | -41.18% | 0.91%-42.1pp | -0.04%-41.1pp | -7.85%-33.3pp |
| Employer contribution / active EE | $1,248 | $3,184-60.8% | $4,952-74.8% | $2,597-52.0% |
| Participant deferral / active EE | $553 | $3,385-83.7% | $5,638-90.2% | $4,028-86.3% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |