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 | $106,493 | $165,399-35.6% | $149,745-28.9% | $158,982-33.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.56% | 348.34%-345.8pp | 276.72%-274.2pp | 302.99%-300.4pp |
| Employer contribution / active EE | $5,757 | $5,105+12.8% | $4,646+23.9% | $4,763+20.9% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $152 | $10,811-98.6% | $9,312-98.4% | $11,252-98.7% |