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 | $34,460 | $160,040-78.5% | $147,096-76.6% | $145,877-76.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.10% | 98.49%-96.4pp | 419.75%-417.6pp | 551.28%-549.2pp |
| Employer contribution / active EE | $11,695 | $5,289+121.1% | $4,936+136.9% | $4,663+150.8% |
| Participant deferral / active EE | $18,240 | $8,429+116.4% | $8,071+126.0% | $6,691+172.6% |
| Admin fee / account holder | $25 | $15,050-99.8% | $13,005-99.8% | $13,402-99.8% |