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 | $61,477 | $73,518-16.4% | $63,003-2.4% | $147,585-58.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 3.07% | 175.46%-172.4pp | 87.59%-84.5pp | 578.57%-575.5pp |
| Employer contribution / active EE | $2,467 | $3,322-25.7% | $2,760-10.6% | $4,876-49.4% |
| Participant deferral / active EE | $6,094 | $4,183+45.7% | $3,329+83.1% | $5,439+12.1% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |