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 | $0 | $81,208-100.0% | $98,920-100.0% | $79,852-100.0% |
| Participation rate | 0.0% | 72.5%-72.5pp | 76.0%-76.0pp | 69.6%-69.6pp |
| Annual return | 4.04% | 60.99%-57.0pp | 196.47%-192.4pp | 31.72%-27.7pp |
| Employer contribution / active EE | $317 | $1,960-83.8% | $2,689-88.2% | $2,471-87.2% |
| Participant deferral / active EE | $1,532 | $3,265-53.1% | $4,245-63.9% | $3,740-59.0% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,643-100.0% | $5,306-100.0% |