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 | $103,195 | $73,546+40.3% | $63,018+63.8% | $147,586-30.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 6.73% | 175.56%-168.8pp | 87.62%-80.9pp | 578.59%-571.9pp |
| Employer contribution / active EE | $1,477 | $3,324-55.6% | $2,761-46.5% | $4,876-69.7% |
| Participant deferral / active EE | $4,040 | $4,185-3.5% | $3,330+21.3% | $5,439-25.7% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |