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 | $14,222 | $99,011-85.6% | $86,582-83.6% | $147,586-90.4% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 8.27% | 1312.75%-1304.5pp | 965.08%-956.8pp | 578.59%-570.3pp |
| Employer contribution / active EE | $2,196 | $3,132-29.9% | $2,839-22.6% | $4,876-55.0% |
| Participant deferral / active EE | $4,665 | $3,972+17.4% | $3,609+29.3% | $5,439-14.2% |
| Admin fee / account holder | $114 | $5,709-98.0% | $4,904-97.7% | $10,886-99.0% |