Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer 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 | $27,630 | $97,732-71.7% | $83,831-67.0% | $135,380-79.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.80% | 1287.56%-1299.4pp | 850.99%-862.8pp | 519.81%-531.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,636 | $4,683+105.8% | $4,082+136.1% | $5,609+71.8% |
| Admin fee / account holder | $284 | $6,675-95.7% | $5,479-94.8% | $10,828-97.4% |