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 | $0 | $48,364-100.0% | $71,796-100.0% | $62,881-100.0% |
| Participation rate | 0.0% | 60.6%-60.6pp | 69.1%-69.1pp | 69.3%-69.3pp |
| Annual return | -6.71% | 13.16%-19.9pp | 78.04%-84.8pp | 20.14%-26.9pp |
| Employer contribution / active EE | $626 | $1,042-39.9% | $1,924-67.5% | $2,281-72.5% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |