Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $26,797 | $160,028-83.3% | $147,080-81.8% | $145,884-81.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.50% | 98.60%-89.1pp | 420.17%-410.7pp | 551.85%-542.3pp |
| Employer contribution / active EE | $1,408 | $5,286-73.4% | $4,933-71.5% | $4,662-69.8% |
| Participant deferral / active EE | $3,341 | $8,422-60.3% | $8,066-58.6% | $6,690-50.1% |
| Admin fee / account holder | $10 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |