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 | $113,212 | $165,399-31.6% | $149,745-24.4% | $158,982-28.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.60% | 348.34%-346.7pp | 276.72%-275.1pp | 302.99%-301.4pp |
| Employer contribution / active EE | $12,423 | $5,105+143.4% | $4,646+167.4% | $4,763+160.8% |
| Participant deferral / active EE | $6,888 | $7,183-4.1% | $6,843+0.6% | $5,983+15.1% |
| Admin fee / account holder | $205 | $10,811-98.1% | $9,312-97.8% | $11,252-98.2% |