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 | $15,372 | $111,878-86.3% | $93,727-83.6% | $145,897-89.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.49% | 204.28%-196.8pp | 133.83%-126.3pp | 552.29%-544.8pp |
| Employer contribution / active EE | $2,393 | $3,092-22.6% | $2,421-1.2% | $4,663-48.7% |
| Participant deferral / active EE | $2,762 | $4,920-43.9% | $4,417-37.5% | $6,689-58.7% |
| Admin fee / account holder | $174 | $10,256-98.3% | $8,292-97.9% | $13,390-98.7% |