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 | $17,215 | $88,702-80.6% | $81,780-79.0% | $145,978-88.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.75% | 1029.12%-1020.4pp | 776.27%-767.5pp | 550.52%-541.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,141 | $4,645-75.4% | $4,321-73.6% | $6,690-82.9% |
| Admin fee / account holder | $126 | $8,414-98.5% | $7,384-98.3% | $13,400-99.1% |