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 | $12,598 | $103,038-87.8% | $90,324-86.1% | $152,909-91.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 6.59% | 95.25%-88.7pp | 78.15%-71.6pp | 345.46%-338.9pp |
| Employer contribution / active EE | $5,262 | $3,141+67.5% | $2,856+84.3% | $4,764+10.5% |
| Participant deferral / active EE | $999 | $4,282-76.7% | $3,885-74.3% | $5,851-82.9% |
| Admin fee / account holder | $14 | $6,177-99.8% | $5,356-99.7% | $11,601-99.9% |