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 | $169,453 | $76,368+121.9% | $67,681+150.4% | $154,746+9.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 9.10% | 1066.77%-1057.7pp | 590.58%-581.5pp | 172.34%-163.2pp |
| Employer contribution / active EE | $513 | $3,151-83.7% | $2,678-80.9% | $4,379-88.3% |
| Participant deferral / active EE | $1,897 | $4,824-60.7% | $3,976-52.3% | $6,730-71.8% |
| Admin fee / account holder | $0 | $8,559-100.0% | $6,100-100.0% | $14,365-100.0% |