Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,189 | $88,778-95.3% | $81,844-94.9% | $145,884-97.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.30% | 1033.03%-1024.7pp | 778.87%-770.6pp | 551.85%-543.5pp |
| Employer contribution / active EE | $1,845 | $3,087-40.2% | $2,916-36.7% | $4,662-60.4% |
| Participant deferral / active EE | $1,845 | $4,648-60.3% | $4,323-57.3% | $6,690-72.4% |
| Admin fee / account holder | $158 | $8,430-98.1% | $7,355-97.9% | $13,392-98.8% |