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 | $78,114 | $103,393-24.4% | $87,103-10.3% | $152,909-48.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 4.63% | 28.10%-23.5pp | 28.19%-23.6pp | 345.46%-340.8pp |
| Employer contribution / active EE | $14,831 | $3,221+360.4% | $2,521+488.2% | $4,764+211.3% |
| Participant deferral / active EE | $11,350 | $4,778+137.5% | $4,049+180.3% | $5,851+94.0% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |