Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $50,049 | $159,934-68.7% | $147,005-66.0% | $145,959-65.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.46% | 98.24%-88.8pp | 418.76%-409.3pp | 561.95%-552.5pp |
| Employer contribution / active EE | $9,103 | $5,287+72.2% | $4,934+84.5% | $4,661+95.3% |
| Participant deferral / active EE | $4,565 | $8,427-45.8% | $8,070-43.4% | $6,689-31.8% |
| Admin fee / account holder | $260 | $15,053-98.3% | $13,006-98.0% | $13,398-98.1% |