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 | $34,334 | $172,111-80.1% | $150,298-77.2% | $137,256-75.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 6.92% | 69.37%-62.5pp | 62.79%-55.9pp | 220.34%-213.4pp |
| Employer contribution / active EE | $6,659 | $4,636+43.6% | $4,154+60.3% | $4,156+60.2% |
| Participant deferral / active EE | $2,000 | $6,166-67.6% | $5,453-63.3% | $6,407-68.8% |
| Admin fee / account holder | $19 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |