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 | $211,241 | $141,004+49.8% | $112,273+88.1% | $139,466+51.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -0.01% | 32.75%-32.8pp | 30.23%-30.2pp | 373.66%-373.7pp |
| Employer contribution / active EE | $20 | $4,285-99.5% | $3,431-99.4% | $4,754-99.6% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $30 | $9,959-99.7% | $7,752-99.6% | $11,409-99.7% |