Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $0 | $147,727-100.0% | $115,756-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 80.4%-80.4pp | 77.1%-77.1pp | 81.2%-81.2pp |
| Annual return | -37.52% | 73.96%-111.5pp | 143.14%-180.7pp | 418.27%-455.8pp |
| Employer contribution / active EE | $11,105 | $4,713+135.6% | $3,793+192.8% | $4,741+134.2% |
| Participant deferral / active EE | $0 | $7,563-100.0% | $6,254-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $14,571-100.0% | $8,124-100.0% | $11,429-100.0% |