Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $35,195 | $180,462-80.5% | $154,111-77.2% | $135,379-74.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.26% | 888.17%-899.4pp | 735.18%-746.4pp | 519.79%-531.0pp |
| Employer contribution / active EE | $509 | $6,036-91.6% | $5,298-90.4% | $4,779-89.4% |
| Participant deferral / active EE | $12,808 | $5,806+120.6% | $5,081+152.1% | $5,609+128.4% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |