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 | $81,487 | $112,933-27.8% | $90,970-10.4% | $158,982-48.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 1.95% | 215.82%-213.9pp | 134.60%-132.6pp | 302.99%-301.0pp |
| Employer contribution / active EE | $4,371 | $2,893+51.1% | $2,122+106.0% | $4,763-8.2% |
| Participant deferral / active EE | $13,000 | $4,128+214.9% | $3,373+285.4% | $5,983+117.3% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |