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 | $23,248 | $68,097-65.9% | $62,929-63.1% | $137,256-83.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 3.45% | 1859.11%-1855.7pp | 1063.93%-1060.5pp | 220.34%-216.9pp |
| Employer contribution / active EE | $2,281 | $2,811-18.9% | $2,505-8.9% | $4,156-45.1% |
| Participant deferral / active EE | $960 | $4,553-78.9% | $3,888-75.3% | $6,407-85.0% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |