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 | $66,942 | $105,856-36.8% | $90,161-25.8% | $147,586-54.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 0.28% | 37.63%-37.4pp | 34.89%-34.6pp | 578.59%-578.3pp |
| Employer contribution / active EE | $11,630 | $4,126+181.8% | $3,318+250.5% | $4,876+138.5% |
| Participant deferral / active EE | $12,858 | $5,733+124.3% | $5,287+143.2% | $5,439+136.4% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |