Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $44,390 | $152,619-70.9% | $125,195-64.5% | $152,909-71.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 7.01% | 54.85%-47.8pp | 43.79%-36.8pp | 345.46%-338.5pp |
| Employer contribution / active EE | $1,948 | $4,947-60.6% | $3,866-49.6% | $4,764-59.1% |
| Participant deferral / active EE | $12,500 | $5,869+113.0% | $4,937+153.2% | $5,851+113.6% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |