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 | $61,207 | $97,020-36.9% | $83,327-26.5% | $135,380-54.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.31% | 12.31%-22.6pp | 10.64%-20.9pp | 519.81%-530.1pp |
| Employer contribution / active EE | $21,851 | $4,144+427.4% | $3,379+546.7% | $4,779+357.2% |
| Participant deferral / active EE | $1,100 | $5,964-81.6% | $5,565-80.2% | $5,609-80.4% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |