Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $45,367 | $93,345-51.4% | $119,126-61.9% | $87,485-48.1% |
| Participation rate | 98.9% | 68.7%+30.1pp | 75.8%+23.1pp | 68.9%+29.9pp |
| Annual return | 4.25% | 19.08%-14.8pp | 282.11%-277.9pp | 26.06%-21.8pp |
| Employer contribution / active EE | $15,909 | $3,172+401.6% | $4,034+294.4% | $2,596+512.8% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $297 | $8,039-96.3% | $10,693-97.2% | $7,775-96.2% |