Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $101,883 | $109,411-6.9% | $89,435+13.9% | $158,982-35.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -12.92% | 345.68%-358.6pp | 245.55%-258.5pp | 302.99%-315.9pp |
| Employer contribution / active EE | $52 | $3,173-98.4% | $2,587-98.0% | $4,763-98.9% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $18 | $6,159-99.7% | $4,884-99.6% | $11,252-99.8% |