Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $55,427 | $176,105-68.5% | $159,474-65.2% | $167,536-66.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.07% | 331.91%-328.8pp | 263.68%-260.6pp | 478.82%-475.7pp |
| Employer contribution / active EE | $2,100 | $5,299-60.4% | $4,831-56.5% | $4,839-56.6% |
| Participant deferral / active EE | $16,848 | $7,751+117.4% | $7,353+129.1% | $6,342+165.6% |
| Admin fee / account holder | $181 | $12,559-98.6% | $10,802-98.3% | $12,315-98.5% |