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 | $71,613 | $148,629-51.8% | $135,982-47.3% | $139,487-48.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 1.65% | 79.33%-77.7pp | 68.32%-66.7pp | 373.84%-372.2pp |
| Employer contribution / active EE | $2,250 | $5,247-57.1% | $4,859-53.7% | $4,755-52.7% |
| Participant deferral / active EE | $6,750 | $8,102-16.7% | $7,760-13.0% | $6,713+0.6% |
| Admin fee / account holder | $226 | $12,406-98.2% | $10,767-97.9% | $11,407-98.0% |