Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $55,453-100.0% | $170,435-100.0% | $62,293-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 8.37% | 21.38%-13.0pp | 205.94%-197.6pp | 28.90%-20.5pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $579 | $2,303-74.9% | $4,939-88.3% | $3,169-81.7% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |