Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $128,040 | $96,678+32.4% | $86,640+47.8% | $139,466-8.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 0.03% | 106.69%-106.7pp | 592.52%-592.5pp | 373.66%-373.6pp |
| Employer contribution / active EE | $500 | $3,265-84.7% | $3,024-83.5% | $4,754-89.5% |
| Participant deferral / active EE | $500 | $4,837-89.7% | $4,438-88.7% | $6,712-92.6% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |