Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $131,329 | $110,278+19.1% | $95,740+37.2% | $139,466-5.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 0.13% | 27.19%-27.1pp | 28.41%-28.3pp | 373.66%-373.5pp |
| Employer contribution / active EE | $1,429 | $3,260-56.2% | $2,836-49.6% | $4,754-69.9% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3 | $6,613-99.9% | $5,676-99.9% | $11,409-100.0% |