Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $73,750 | $201,372-63.4% | $184,260-60.0% | $145,884-49.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -22.81% | 29.04%-51.8pp | 28.84%-51.6pp | 551.85%-574.7pp |
| Employer contribution / active EE | $1,090 | $7,024-84.5% | $6,427-83.0% | $4,662-76.6% |
| Participant deferral / active EE | $6,272 | $9,808-36.0% | $9,133-31.3% | $6,690-6.2% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |