Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $16,567 | $138,078-88.0% | $125,363-86.8% | $134,509-87.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -26.67% | 750.49%-777.2pp | 572.15%-598.8pp | 418.13%-444.8pp |
| Employer contribution / active EE | $643 | $5,245-87.7% | $4,815-86.6% | $4,741-86.4% |
| Participant deferral / active EE | $8,737 | $7,800+12.0% | $7,447+17.3% | $6,400+36.5% |
| Admin fee / account holder | $142 | $11,566-98.8% | $10,005-98.6% | $11,427-98.8% |