Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $92,989 | $201,264-53.8% | $184,185-49.5% | $145,978-36.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.58% | 29.00%-25.4pp | 28.81%-25.2pp | 550.52%-546.9pp |
| Employer contribution / active EE | $2,700 | $7,021-61.5% | $6,426-58.0% | $4,662-42.1% |
| Participant deferral / active EE | $23,000 | $9,806+134.5% | $9,132+151.9% | $6,690+243.8% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |