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 | $46,431 | $202,342-77.1% | $172,753-73.1% | $152,909-69.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 8.95% | 1029.88%-1020.9pp | 803.00%-794.1pp | 345.46%-336.5pp |
| Employer contribution / active EE | $2,913 | $5,857-50.3% | $5,144-43.4% | $4,764-38.9% |
| Participant deferral / active EE | $5,806 | $5,948-2.4% | $5,198+11.7% | $5,851-0.8% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |