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 | $12,297 | $90,614-86.4% | $76,089-83.8% | $145,877-91.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 6.03% | 623.80%-617.8pp | 360.94%-354.9pp | 551.28%-545.3pp |
| Employer contribution / active EE | $2,031 | $3,324-38.9% | $2,690-24.5% | $4,663-56.4% |
| Participant deferral / active EE | $5,089 | $5,168-1.5% | $4,259+19.5% | $6,691-23.9% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |