Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $21,996 | $176,120-87.5% | $159,487-86.2% | $167,553-86.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 2.93% | 331.95%-329.0pp | 263.71%-260.8pp | 478.89%-476.0pp |
| Employer contribution / active EE | $3,953 | $5,299-25.4% | $4,831-18.2% | $4,840-18.3% |
| Participant deferral / active EE | $7,529 | $7,752-2.9% | $7,354+2.4% | $6,343+18.7% |
| Admin fee / account holder | $105 | $12,561-99.2% | $10,804-99.0% | $12,316-99.2% |