Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $53,514 | $133,998-60.1% | $112,263-52.3% | $134,545-60.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.45% | 47.17%-70.6pp | 27.49%-50.9pp | 418.37%-441.8pp |
| Employer contribution / active EE | $908 | $4,040-77.5% | $3,636-75.0% | $4,742-80.9% |
| Participant deferral / active EE | $908 | $5,292-82.8% | $4,729-80.8% | $6,401-85.8% |
| Admin fee / account holder | $30 | $7,493-99.6% | $6,410-99.5% | $11,431-99.7% |