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.
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 | $19,550 | $167,353-88.3% | $143,797-86.4% | $134,545-85.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.84% | 0.48%-24.3pp | -0.04%-23.8pp | 418.37%-442.2pp |
| Employer contribution / active EE | $2,294 | $5,620-59.2% | $4,952-53.7% | $4,742-51.6% |
| Participant deferral / active EE | $516 | $6,447-92.0% | $5,638-90.9% | $6,401-91.9% |
| Admin fee / account holder | $9 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |