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 | $50,927 | $110,303-53.8% | $95,759-46.8% | $139,487-63.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -0.22% | 27.19%-27.4pp | 28.42%-28.6pp | 373.84%-374.1pp |
| Employer contribution / active EE | $12,667 | $3,261+288.5% | $2,836+346.6% | $4,755+166.4% |
| Participant deferral / active EE | $20,000 | $4,674+327.9% | $4,244+371.3% | $6,713+197.9% |
| Admin fee / account holder | $40 | $6,615-99.4% | $5,678-99.3% | $11,407-99.6% |