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 | $32,701 | $144,130-77.3% | $117,861-72.3% | $147,586-77.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 0.82% | 531.20%-530.4pp | 335.11%-334.3pp | 578.59%-577.8pp |
| Employer contribution / active EE | $6,549 | $4,897+33.7% | $3,786+73.0% | $4,876+34.3% |
| Participant deferral / active EE | $3,224 | $5,316-39.4% | $4,482-28.1% | $5,439-40.7% |
| Admin fee / account holder | $103 | $10,887-99.1% | $8,021-98.7% | $10,886-99.1% |