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 | $127,355 | $111,785+13.9% | $93,669+36.0% | $145,877-12.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 4.98% | 203.79%-198.8pp | 133.59%-128.6pp | 551.28%-546.3pp |
| Employer contribution / active EE | $2,800 | $3,096-9.6% | $2,424+15.5% | $4,663-40.0% |
| Participant deferral / active EE | $25,000 | $4,919+408.3% | $4,416+466.2% | $6,691+273.7% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |