Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $41,060 | $183,516-77.6% | $155,534-73.6% | $145,884-71.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.57% | 61.43%-52.9pp | 64.92%-56.3pp | 551.85%-543.3pp |
| Employer contribution / active EE | $3,744 | $5,315-29.6% | $4,675-19.9% | $4,662-19.7% |
| Participant deferral / active EE | $7,625 | $6,467+17.9% | $5,630+35.4% | $6,690+14.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |