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 | $122,655 | $217,432-43.6% | $185,849-34.0% | $167,536-26.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.55% | 148.42%-144.9pp | 122.10%-118.5pp | 478.82%-475.3pp |
| Employer contribution / active EE | $3,026 | $5,875-48.5% | $5,169-41.5% | $4,839-37.5% |
| Participant deferral / active EE | $7,475 | $6,357+17.6% | $5,569+34.2% | $6,342+17.9% |
| Admin fee / account holder | $259 | $19,818-98.7% | $16,244-98.4% | $12,315-97.9% |