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 | $49,775 | $209,888-76.3% | $189,545-73.7% | $167,553-70.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.16% | 748.66%-740.5pp | 555.36%-547.2pp | 478.89%-470.7pp |
| Employer contribution / active EE | $2,108 | $6,915-69.5% | $6,162-65.8% | $4,840-56.4% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $157 | $14,300-98.9% | $12,049-98.7% | $12,316-98.7% |