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.
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 | $0 | $160,059-100.0% | $140,019-100.0% | $135,380-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.5%-87.5pp | 82.6%-82.6pp |
| Annual return | -13.60% | 911.48%-925.1pp | 651.17%-664.8pp | 519.81%-533.4pp |
| Employer contribution / active EE | $9,000 | $6,420+40.2% | $5,605+60.6% | $4,779+88.3% |
| Participant deferral / active EE | $1,201 | $7,641-84.3% | $6,927-82.7% | $5,609-78.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |