Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,466 | $99,668-89.5% | $86,451-87.9% | $134,545-92.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -38.15% | 6789.61%-6827.8pp | 4398.51%-4436.7pp | 418.37%-456.5pp |
| Employer contribution / active EE | $8,568 | $4,403+94.6% | $3,770+127.3% | $4,742+80.7% |
| Participant deferral / active EE | $1,966 | $7,249-72.9% | $6,953-71.7% | $6,401-69.3% |
| Admin fee / account holder | $128 | $8,377-98.5% | $6,734-98.1% | $11,431-98.9% |