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 | $120,713 | $121,677-0.8% | $104,625+15.4% | $158,966-24.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 2.06% | 465.58%-463.5pp | 340.60%-338.5pp | 302.95%-300.9pp |
| Employer contribution / active EE | $2,303 | $3,165-27.2% | $2,681-14.1% | $4,762-51.7% |
| Participant deferral / active EE | $1,700 | $4,175-59.3% | $3,738-54.5% | $5,983-71.6% |
| Admin fee / account holder | $4 | $7,777-100.0% | $6,465-99.9% | $11,250-100.0% |