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 | $93,853 | $156,963-40.2% | $121,204-22.6% | $139,466-32.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 1.66% | 1476.75%-1475.1pp | 987.18%-985.5pp | 373.66%-372.0pp |
| Employer contribution / active EE | $66,000 | $5,544+1090.4% | $4,170+1482.8% | $4,754+1288.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $35 | $6,953-99.5% | $5,651-99.4% | $11,409-99.7% |