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.
Employer 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 | $86,602 | $196,972-56.0% | $182,262-52.5% | $198,609-56.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | -36.78% | 158.27%-195.1pp | 140.60%-177.4pp | 202.70%-239.5pp |
| Employer contribution / active EE | $500 | $5,364-90.7% | $5,046-90.1% | $5,055-90.1% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $76 | $18,429-99.6% | $16,712-99.5% | $19,030-99.6% |