Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $34,328 | $183,592-81.3% | $155,574-77.9% | $145,877-76.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.28% | 61.37%-56.1pp | 64.87%-59.6pp | 551.28%-546.0pp |
| Employer contribution / active EE | $4,300 | $5,317-19.1% | $4,676-8.0% | $4,663-7.8% |
| Participant deferral / active EE | $10,640 | $6,466+64.6% | $5,629+89.0% | $6,691+59.0% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |