Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $36,166 | $76,368-52.6% | $67,681-46.6% | $154,746-76.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 4.93% | 1066.77%-1061.8pp | 590.58%-585.7pp | 172.34%-167.4pp |
| Employer contribution / active EE | $4,648 | $3,151+47.5% | $2,678+73.5% | $4,379+6.1% |
| Participant deferral / active EE | $4,924 | $4,824+2.1% | $3,976+23.9% | $6,730-26.8% |
| Admin fee / account holder | $115 | $8,559-98.7% | $6,100-98.1% | $14,365-99.2% |