Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $75,675 | $105,856-28.5% | $90,161-16.1% | $147,586-48.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 4.03% | 37.63%-33.6pp | 34.89%-30.9pp | 578.59%-574.6pp |
| Employer contribution / active EE | $25,777 | $4,126+524.7% | $3,318+676.9% | $4,876+428.6% |
| Participant deferral / active EE | $7,845 | $5,733+36.8% | $5,287+48.4% | $5,439+44.2% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |