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 | $48,893 | $172,111-71.6% | $150,298-67.5% | $137,256-64.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.38% | 69.37%-60.0pp | 62.79%-53.4pp | 220.34%-211.0pp |
| Employer contribution / active EE | $12,500 | $4,636+169.6% | $4,154+200.9% | $4,156+200.8% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $83 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |