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 | $56,893 | $106,280-46.5% | $96,538-41.1% | $139,487-59.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 6.84% | 38.48%-31.6pp | 35.74%-28.9pp | 373.84%-367.0pp |
| Employer contribution / active EE | $19,375 | $4,107+371.7% | $3,740+418.0% | $4,755+307.5% |
| Participant deferral / active EE | $7,391 | $5,457+35.4% | $4,880+51.4% | $6,713+10.1% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |