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 | $75,109 | $99,921-24.8% | $85,009-11.6% | $145,959-48.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.64% | 83.89%-76.2pp | 66.47%-58.8pp | 561.95%-554.3pp |
| Employer contribution / active EE | $10,074 | $3,233+211.6% | $2,728+269.2% | $4,661+116.1% |
| Participant deferral / active EE | $8,419 | $5,293+59.1% | $4,522+86.2% | $6,689+25.9% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |