Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $46,665 | $93,345-50.0% | $119,126-60.8% | $87,485-46.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 7.26% | 19.08%-11.8pp | 282.11%-274.9pp | 26.06%-18.8pp |
| Employer contribution / active EE | $5,080 | $3,172+60.2% | $4,034+25.9% | $2,596+95.7% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $200 | $8,039-97.5% | $10,693-98.1% | $7,775-97.4% |