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 | $31,360 | $100,938-68.9% | $90,461-65.3% | $158,982-80.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.79% | 1727.20%-1722.4pp | 1294.76%-1290.0pp | 302.99%-298.2pp |
| Employer contribution / active EE | $2,024 | $3,691-45.2% | $3,264-38.0% | $4,763-57.5% |
| Participant deferral / active EE | $1,600 | $4,350-63.2% | $3,964-59.6% | $5,983-73.3% |
| Admin fee / account holder | $5 | $6,510-99.9% | $5,617-99.9% | $11,252-100.0% |