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 | $24,129 | $166,242-85.5% | $165,071-85.4% | $145,884-83.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.41% | 100.44%-97.0pp | 70.17%-66.8pp | 551.85%-548.4pp |
| Employer contribution / active EE | $2,504 | $5,283-52.6% | $4,347-42.4% | $4,662-46.3% |
| Participant deferral / active EE | $5,675 | $6,964-18.5% | $6,035-6.0% | $6,690-15.2% |
| Admin fee / account holder | $162 | $16,658-99.0% | $12,695-98.7% | $13,392-98.8% |