Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $123,448 | $104,937+17.6% | $84,628+45.9% | $152,897-19.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 5.96% | 373.88%-367.9pp | 258.80%-252.8pp | 345.43%-339.5pp |
| Employer contribution / active EE | $5,277 | $3,303+59.7% | $2,653+98.9% | $4,764+10.8% |
| Participant deferral / active EE | $0 | $4,690-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $20 | $6,243-99.7% | $4,914-99.6% | $11,599-99.8% |