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 | $67,540 | $68,097-0.8% | $62,929+7.3% | $137,256-50.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 8.84% | 1859.11%-1850.3pp | 1063.93%-1055.1pp | 220.34%-211.5pp |
| Employer contribution / active EE | $1,829 | $2,811-34.9% | $2,505-27.0% | $4,156-56.0% |
| Participant deferral / active EE | $2,456 | $4,553-46.1% | $3,888-36.8% | $6,407-61.7% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |