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 | $52,253 | $150,447-65.3% | $136,298-61.7% | $147,586-64.6% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 9.86% | 1049.15%-1039.3pp | 5156.27%-5146.4pp | 578.59%-568.7pp |
| Employer contribution / active EE | $961 | $5,256-81.7% | $4,696-79.5% | $4,876-80.3% |
| Participant deferral / active EE | $4,271 | $6,631-35.6% | $6,247-31.6% | $5,439-21.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |