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.
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 | $29,538 | $160,028-81.5% | $147,080-79.9% | $145,884-79.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | -9.10% | 98.60%-107.7pp | 420.17%-429.3pp | 551.85%-561.0pp |
| Employer contribution / active EE | $1,705 | $5,286-67.7% | $4,933-65.4% | $4,662-63.4% |
| Participant deferral / active EE | $2,559 | $8,422-69.6% | $8,066-68.3% | $6,690-61.8% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |