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.
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 | $42,866 | $65,704-34.8% | $94,229-54.5% | $59,633-28.1% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -4.70% | 5.22%-9.9pp | 10.68%-15.4pp | 2041.45%-2046.1pp |
| Employer contribution / active EE | $2,400 | $2,021+18.8% | $3,587-33.1% | $2,203+9.0% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $294 | $4,265-93.1% | $6,269-95.3% | $4,297-93.1% |