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 | $25,226 | $100,895-75.0% | $90,430-72.1% | $158,950-84.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 3.66% | 1725.54%-1721.9pp | 1293.73%-1290.1pp | 302.91%-299.2pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,027 | $4,347-76.4% | $3,963-74.1% | $5,983-82.8% |
| Admin fee / account holder | $200 | $6,505-96.9% | $5,613-96.4% | $11,248-98.2% |