Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $44,705 | $106,923-58.2% | $84,023-46.8% | $152,909-70.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 7.44% | 105.02%-97.6pp | 71.32%-63.9pp | 345.46%-338.0pp |
| Employer contribution / active EE | $11,138 | $2,735+307.2% | $1,984+461.4% | $4,764+133.8% |
| Participant deferral / active EE | $12,957 | $4,013+222.9% | $3,239+300.0% | $5,851+121.4% |
| Admin fee / account holder | $44 | $8,289-99.5% | $6,102-99.3% | $11,601-99.6% |