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 | $31,919 | $106,923-70.1% | $84,023-62.0% | $152,909-79.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 5.81% | 105.02%-99.2pp | 71.32%-65.5pp | 345.46%-339.7pp |
| Employer contribution / active EE | $4,000 | $2,735+46.2% | $1,984+101.6% | $4,764-16.0% |
| Participant deferral / active EE | $13,014 | $4,013+224.3% | $3,239+301.8% | $5,851+122.4% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |