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 | $15,128 | $134,817-88.8% | $123,973-87.8% | $155,188-90.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 1.48% | 515.49%-514.0pp | 388.13%-386.6pp | 148.84%-147.4pp |
| Employer contribution / active EE | $2,710 | $4,425-38.8% | $4,126-34.3% | $4,248-36.2% |
| Participant deferral / active EE | $1,950 | $5,706-65.8% | $5,247-62.8% | $6,531-70.1% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |