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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,213 | $68,097-63.0% | $62,929-59.9% | $137,256-81.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 9.72% | 1859.11%-1849.4pp | 1063.93%-1054.2pp | 220.34%-210.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,921 | $4,553+30.1% | $3,888+52.3% | $6,407-7.6% |
| Admin fee / account holder | $41 | $6,521-99.4% | $5,065-99.2% | $12,270-99.7% |