Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $138,076-100.0% | $123,553-100.0% | $135,380-100.0% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | -17.36% | 153.70%-171.1pp | 119.21%-136.6pp | 519.81%-537.2pp |
| Employer contribution / active EE | $6,513 | $5,152+26.4% | $4,628+40.7% | $4,779+36.3% |
| Participant deferral / active EE | $1,733 | $6,800-74.5% | $6,426-73.0% | $5,609-69.1% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |