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 | $42,468 | $202,345-79.0% | $172,755-75.4% | $152,885-72.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.53% | 1029.77%-1029.2pp | 802.94%-802.4pp | 345.39%-344.9pp |
| Employer contribution / active EE | $6,769 | $5,858+15.6% | $5,144+31.6% | $4,763+42.1% |
| Participant deferral / active EE | $2,714 | $5,948-54.4% | $5,198-47.8% | $5,851-53.6% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |