Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $65,974 | $93,117-29.1% | $77,096-14.4% | $134,532-51.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -78.39% | 62.67%-141.1pp | 42.35%-120.7pp | 418.27%-496.7pp |
| Employer contribution / active EE | $500 | $3,420-85.4% | $2,814-82.2% | $4,741-89.5% |
| Participant deferral / active EE | $500 | $5,241-90.5% | $4,429-88.7% | $6,401-92.2% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |