Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $87,337 | $68,097+28.3% | $62,929+38.8% | $137,256-36.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 4.60% | 1859.11%-1854.5pp | 1063.93%-1059.3pp | 220.34%-215.7pp |
| Employer contribution / active EE | $11,750 | $2,811+318.0% | $2,505+369.1% | $4,156+182.7% |
| Participant deferral / active EE | $15,500 | $4,553+240.5% | $3,888+298.6% | $6,407+141.9% |
| Admin fee / account holder | $85 | $6,521-98.7% | $5,065-98.3% | $12,270-99.3% |