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 | $50,400 | $165,381-69.5% | $149,730-66.3% | $158,966-68.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -3.99% | 348.29%-352.3pp | 276.70%-280.7pp | 302.95%-306.9pp |
| Employer contribution / active EE | $859 | $5,104-83.2% | $4,645-81.5% | $4,762-82.0% |
| Participant deferral / active EE | $2,668 | $7,182-62.8% | $6,843-61.0% | $5,983-55.4% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |