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 | $169,361-76.8% | $129,397-69.7% | $145,877-73.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.00% | 14395.54%-14388.5pp | 9453.98%-9447.0pp | 551.28%-544.3pp |
| Employer contribution / active EE | $9,190 | $5,542+65.8% | $4,154+121.2% | $4,663+97.1% |
| Participant deferral / active EE | $5,308 | $4,987+6.4% | $4,167+27.4% | $6,691-20.7% |
| Admin fee / account holder | $263 | $9,903-97.3% | $7,679-96.6% | $13,402-98.0% |