Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $42,839 | $108,882-60.7% | $96,754-55.7% | $154,746-72.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 0.31% | 98.39%-98.1pp | 82.04%-81.7pp | 172.34%-172.0pp |
| Employer contribution / active EE | $84 | $3,018-97.2% | $2,679-96.9% | $4,379-98.1% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $8 | $10,200-99.9% | $8,905-99.9% | $14,365-99.9% |