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 | $79,487 | $72,426+9.7% | $67,560+17.7% | $145,897-45.5% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 6.94% | 7226.78%-7219.8pp | 3533.50%-3526.6pp | 552.29%-545.3pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,192 | $4,785+71.2% | $4,004+104.6% | $6,689+22.5% |
| Admin fee / account holder | $289 | $5,514-94.8% | $3,994-92.8% | $13,390-97.8% |