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 | $35,958 | $157,304-77.1% | $141,197-74.5% | $152,909-76.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.08% | 64.34%-61.3pp | 71.41%-68.3pp | 345.46%-342.4pp |
| Employer contribution / active EE | $3,545 | $5,263-32.6% | $4,736-25.1% | $4,764-25.6% |
| Participant deferral / active EE | $7,797 | $7,111+9.6% | $6,710+16.2% | $5,851+33.2% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |