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 | $13,120 | $88,710-85.2% | $81,783-84.0% | $145,959-91.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.88% | 1027.26%-1019.4pp | 775.05%-767.2pp | 561.95%-554.1pp |
| Employer contribution / active EE | $1,995 | $3,083-35.3% | $2,913-31.5% | $4,661-57.2% |
| Participant deferral / active EE | $1,995 | $4,645-57.0% | $4,320-53.8% | $6,689-70.2% |
| Admin fee / account holder | $104 | $8,407-98.8% | $7,380-98.6% | $13,398-99.2% |