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 | $39,239 | $169,356-76.8% | $129,406-69.7% | $145,897-73.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.00% | 14418.62%-14411.6pp | 9468.18%-9461.2pp | 552.29%-545.3pp |
| Employer contribution / active EE | $9,190 | $5,542+65.8% | $4,155+121.2% | $4,663+97.1% |
| Participant deferral / active EE | $5,308 | $4,987+6.4% | $4,167+27.4% | $6,689-20.7% |
| Admin fee / account holder | $263 | $9,915-97.3% | $7,689-96.6% | $13,390-98.0% |