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 | $83,674 | $111,785-25.1% | $93,669-10.7% | $145,877-42.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.74% | 203.79%-196.0pp | 133.59%-125.8pp | 551.28%-543.5pp |
| Employer contribution / active EE | $2,399 | $3,096-22.5% | $2,424-1.0% | $4,663-48.6% |
| Participant deferral / active EE | $4,977 | $4,919+1.2% | $4,416+12.7% | $6,691-25.6% |
| Admin fee / account holder | $287 | $10,256-97.2% | $8,291-96.5% | $13,402-97.9% |