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 | $38,428 | $183,516-79.1% | $155,534-75.3% | $145,884-73.7% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 7.56% | 61.43%-53.9pp | 64.92%-57.4pp | 551.85%-544.3pp |
| Employer contribution / active EE | $7,961 | $5,315+49.8% | $4,675+70.3% | $4,662+70.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $159 | $19,293-99.2% | $15,900-99.0% | $13,392-98.8% |