Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $145,048 | $176,688-17.9% | $130,660+11.0% | $152,909-5.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 5.60% | 2693.08%-2687.5pp | 1709.29%-1703.7pp | 345.46%-339.9pp |
| Employer contribution / active EE | $1,446 | $5,743-74.8% | $4,092-64.7% | $4,764-69.7% |
| Participant deferral / active EE | $4,737 | $4,362+8.6% | $3,603+31.5% | $5,851-19.0% |
| Admin fee / account holder | $19 | $7,131-99.7% | $5,463-99.7% | $11,601-99.8% |