Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $62,799 | $159,934-60.7% | $147,005-57.3% | $145,959-57.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.69% | 98.24%-95.6pp | 418.76%-416.1pp | 561.95%-559.3pp |
| Employer contribution / active EE | $15,116 | $5,287+185.9% | $4,934+206.4% | $4,661+224.3% |
| Participant deferral / active EE | $10,207 | $8,427+21.1% | $8,070+26.5% | $6,689+52.6% |
| Admin fee / account holder | $21 | $15,053-99.9% | $13,006-99.8% | $13,398-99.8% |