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 | $58,631 | $202,345-71.0% | $172,755-66.1% | $152,885-61.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.60% | 1029.77%-1022.2pp | 802.94%-795.3pp | 345.39%-337.8pp |
| Employer contribution / active EE | $4,881 | $5,858-16.7% | $5,144-5.1% | $4,763+2.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $153 | $17,111-99.1% | $13,955-98.9% | $11,598-98.7% |