Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $69,964 | $183,988-62.0% | $162,177-56.9% | $152,897-54.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 2.87% | 150.79%-147.9pp | 115.60%-112.7pp | 345.43%-342.6pp |
| Employer contribution / active EE | $17,836 | $6,370+180.0% | $5,613+217.8% | $4,764+274.4% |
| Participant deferral / active EE | $12,667 | $8,032+57.7% | $7,297+73.6% | $5,851+116.5% |
| Admin fee / account holder | $154 | $13,123-98.8% | $10,843-98.6% | $11,599-98.7% |