Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $37,369 | $176,688-78.9% | $130,660-71.4% | $152,909-75.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 2.51% | 2693.08%-2690.6pp | 1709.29%-1706.8pp | 345.46%-343.0pp |
| Employer contribution / active EE | $3,816 | $5,743-33.6% | $4,092-6.7% | $4,764-19.9% |
| Participant deferral / active EE | $3,816 | $4,362-12.5% | $3,603+5.9% | $5,851-34.8% |
| Admin fee / account holder | $43 | $7,131-99.4% | $5,463-99.2% | $11,601-99.6% |