Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $55,469 | $176,077-68.5% | $159,455-65.2% | $167,518-66.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.85% | 331.83%-328.0pp | 263.63%-259.8pp | 478.71%-474.9pp |
| Employer contribution / active EE | $4,560 | $5,298-13.9% | $4,830-5.6% | $4,838-5.8% |
| Participant deferral / active EE | $22,100 | $7,751+185.1% | $7,353+200.6% | $6,342+248.5% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |