Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $46,627 | $176,402-73.6% | $134,162-65.2% | $158,966-70.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 0.01% | 63.66%-63.7pp | 36.35%-36.3pp | 302.95%-302.9pp |
| Employer contribution / active EE | $14,959 | $5,042+196.7% | $3,705+303.8% | $4,762+214.1% |
| Participant deferral / active EE | $13,000 | $4,093+217.6% | $3,500+271.5% | $5,983+117.3% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |