Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $113,952 | $150,207-24.1% | $120,380-5.3% | $145,978-21.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 2.75% | 154.28%-151.5pp | 107.28%-104.5pp | 550.52%-547.8pp |
| Employer contribution / active EE | $22,438 | $4,351+415.7% | $3,465+547.6% | $4,662+381.3% |
| Participant deferral / active EE | $12,200 | $6,175+97.6% | $4,992+144.4% | $6,690+82.4% |
| Admin fee / account holder | $0 | $12,203-100.0% | $9,421-100.0% | $13,400-100.0% |