Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,679 | $202,342-83.8% | $172,753-81.1% | $152,909-78.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 2.25% | 1029.88%-1027.6pp | 803.00%-800.7pp | 345.46%-343.2pp |
| Employer contribution / active EE | $1,648 | $5,857-71.9% | $5,144-68.0% | $4,764-65.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $186 | $17,112-98.9% | $13,956-98.7% | $11,601-98.4% |