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 | $28,158 | $88,778-68.3% | $81,844-65.6% | $145,884-80.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.91% | 1033.03%-1024.1pp | 778.87%-770.0pp | 551.85%-542.9pp |
| Employer contribution / active EE | $3,399 | $3,087+10.1% | $2,916+16.5% | $4,662-27.1% |
| Participant deferral / active EE | $5,081 | $4,648+9.3% | $4,323+17.5% | $6,690-24.0% |
| Admin fee / account holder | $6 | $8,430-99.9% | $7,355-99.9% | $13,392-100.0% |