Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $126,562 | $110,379+14.7% | $102,412+23.6% | $145,884-13.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.13% | 24.84%-19.7pp | 24.94%-19.8pp | 551.85%-546.7pp |
| Employer contribution / active EE | $38,000 | $4,216+801.3% | $3,870+881.9% | $4,662+715.1% |
| Participant deferral / active EE | $22,750 | $5,622+304.7% | $5,060+349.6% | $6,690+240.1% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |