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 | $47,718 | $84,713-43.7% | $75,717-37.0% | $167,518-71.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 5.27% | 199.49%-194.2pp | 104.58%-99.3pp | 478.71%-473.4pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,264 | $4,578-28.7% | $3,821-14.6% | $6,342-48.5% |
| Admin fee / account holder | $300 | $5,357-94.4% | $3,619-91.7% | $12,312-97.6% |