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 | $146,937 | $110,410+33.1% | $102,437+43.4% | $145,897+0.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.77% | 24.85%-21.1pp | 24.95%-21.2pp | 552.29%-548.5pp |
| Employer contribution / active EE | $2,375 | $4,217-43.7% | $3,871-38.6% | $4,663-49.1% |
| Participant deferral / active EE | $2,375 | $5,622-57.8% | $5,060-53.1% | $6,689-64.5% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |