Sign up free to preview peer percentile detail
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 | $67,620 | $166,268-59.3% | $165,100-59.0% | $145,897-53.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.54% | 100.52%-96.0pp | 70.21%-65.7pp | 552.29%-547.7pp |
| Employer contribution / active EE | $18,712 | $5,284+254.1% | $4,348+330.3% | $4,663+301.3% |
| Participant deferral / active EE | $20,350 | $6,964+192.2% | $6,035+237.2% | $6,689+204.2% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |