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 | $18,491 | $100,938-81.7% | $90,461-79.6% | $158,982-88.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.17% | 1727.20%-1723.0pp | 1294.76%-1290.6pp | 302.99%-298.8pp |
| Employer contribution / active EE | $15,623 | $3,691+323.2% | $3,264+378.7% | $4,763+228.0% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $18 | $6,510-99.7% | $5,617-99.7% | $11,252-99.8% |