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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,432 | $160,040-56.0% | $147,096-52.1% | $145,877-51.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.86% | 98.49%-91.6pp | 419.75%-412.9pp | 551.28%-544.4pp |
| Employer contribution / active EE | $4,853 | $5,289-8.3% | $4,936-1.7% | $4,663+4.1% |
| Participant deferral / active EE | $15,000 | $8,429+78.0% | $8,071+85.8% | $6,691+124.2% |
| Admin fee / account holder | $138 | $15,050-99.1% | $13,005-98.9% | $13,402-99.0% |