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 | $43,691 | $88,754-50.8% | $81,820-46.6% | $145,877-70.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.85% | 1031.77%-1025.9pp | 777.93%-772.1pp | 551.28%-545.4pp |
| Employer contribution / active EE | $6,667 | $3,085+116.1% | $2,915+128.7% | $4,663+43.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $88 | $8,424-99.0% | $7,391-98.8% | $13,402-99.3% |