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 | $91,387 | $107,363-14.9% | $92,909-1.6% | $152,897-40.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 4.64% | 145.63%-141.0pp | 109.44%-104.8pp | 345.43%-340.8pp |
| Employer contribution / active EE | $13,197 | $4,222+212.6% | $3,653+261.2% | $4,764+177.0% |
| Participant deferral / active EE | $11,729 | $4,848+141.9% | $4,238+176.7% | $5,851+100.5% |
| Admin fee / account holder | $55 | $7,082-99.2% | $5,795-99.1% | $11,599-99.5% |