Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $23,040 | $154,228-85.1% | $145,433-84.2% | $137,256-83.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 3.57% | 74.59%-71.0pp | 66.58%-63.0pp | 220.34%-216.8pp |
| Employer contribution / active EE | $3,125 | $4,804-35.0% | $4,554-31.4% | $4,156-24.8% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $163 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |