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 | $65,581 | $226,135-71.0% | $182,558-64.1% | $152,909-57.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 2.75% | 192.60%-189.9pp | 148.59%-145.8pp | 345.46%-342.7pp |
| Employer contribution / active EE | $1,390 | $4,979-72.1% | $4,076-65.9% | $4,764-70.8% |
| Participant deferral / active EE | $2,053 | $6,371-67.8% | $5,526-62.8% | $5,851-64.9% |
| Admin fee / account holder | $213 | $10,707-98.0% | $8,594-97.5% | $11,601-98.2% |