Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $69,521 | $110,093-36.9% | $97,295-28.5% | $145,897-52.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 5.00% | 244.76%-239.8pp | 75.62%-70.6pp | 552.29%-547.3pp |
| Employer contribution / active EE | $9,564 | $3,077+210.8% | $2,723+251.2% | $4,663+105.1% |
| Participant deferral / active EE | $5,370 | $4,678+14.8% | $4,264+26.0% | $6,689-19.7% |
| Admin fee / account holder | $60 | $6,212-99.0% | $5,646-98.9% | $13,390-99.5% |