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 | $51,621 | $48,364+6.7% | $71,796-28.1% | $62,881-17.9% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | -16.99% | 13.16%-30.1pp | 78.04%-95.0pp | 20.14%-37.1pp |
| Employer contribution / active EE | $187 | $1,042-82.0% | $1,924-90.3% | $2,281-91.8% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $172 | $3,771-95.4% | $4,815-96.4% | $4,296-96.0% |