Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $140,387 | $85,766+63.7% | $136,298+3.0% | $70,126+100.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 7.39% | 31.46%-24.1pp | 5156.27%-5148.9pp | 73.15%-65.8pp |
| Employer contribution / active EE | $962 | $2,966-67.6% | $4,696-79.5% | $2,343-59.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $20 | $5,421-99.6% | $9,244-99.8% | $4,645-99.6% |