Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $34,613 | $106,905-67.6% | $84,020-58.8% | $152,885-77.4% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.5%-7.5pp |
| Annual return | 7.03% | 105.00%-98.0pp | 71.31%-64.3pp | 345.39%-338.4pp |
| Employer contribution / active EE | $8,179 | $2,735+199.1% | $1,984+312.3% | $4,763+71.7% |
| Participant deferral / active EE | $5,007 | $4,012+24.8% | $3,239+54.6% | $5,851-14.4% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |