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 | $184,042 | $150,346+22.4% | $120,524+52.7% | $145,877+26.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 4.14% | 154.40%-150.3pp | 107.36%-103.2pp | 551.28%-547.1pp |
| Employer contribution / active EE | $1,500 | $4,353-65.5% | $3,469-56.8% | $4,663-67.8% |
| Participant deferral / active EE | $25,000 | $6,172+305.0% | $4,994+400.6% | $6,691+273.7% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |