Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,394 | $169,161-87.4% | $129,295-83.5% | $145,959-85.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.85% | 14348.07%-14343.2pp | 9429.28%-9424.4pp | 561.95%-557.1pp |
| Employer contribution / active EE | $1,913 | $5,543-65.5% | $4,157-54.0% | $4,661-59.0% |
| Participant deferral / active EE | $3,677 | $4,989-26.3% | $4,169-11.8% | $6,689-45.0% |
| Admin fee / account holder | $8 | $9,878-99.9% | $7,665-99.9% | $13,398-99.9% |