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 | $25,078 | $197,819-87.3% | $155,789-83.9% | $125,389-80.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -4.20% | 86.73%-90.9pp | 71.54%-75.7pp | 282.24%-286.4pp |
| Employer contribution / active EE | $1,266 | $4,850-73.9% | $3,839-67.0% | $4,866-74.0% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $155 | $9,544-98.4% | $7,477-97.9% | $9,541-98.4% |