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 | $52,893 | $169,361-68.8% | $129,397-59.1% | $145,877-63.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.58% | 14395.54%-14388.0pp | 9453.98%-9446.4pp | 551.28%-543.7pp |
| Employer contribution / active EE | $1,823 | $5,542-67.1% | $4,154-56.1% | $4,663-60.9% |
| Participant deferral / active EE | $11,360 | $4,987+127.8% | $4,167+172.6% | $6,691+69.8% |
| Admin fee / account holder | $52 | $9,903-99.5% | $7,679-99.3% | $13,402-99.6% |