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 | $145,524 | $166,089-12.4% | $164,928-11.8% | $145,978-0.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 1.51% | 100.26%-98.7pp | 70.08%-68.6pp | 550.52%-549.0pp |
| Employer contribution / active EE | $15,539 | $5,276+194.5% | $4,343+257.8% | $4,662+233.3% |
| Participant deferral / active EE | $17,125 | $6,961+146.0% | $6,034+183.8% | $6,690+156.0% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |