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 | $117,732 | $106,247+10.8% | $96,515+22.0% | $139,466-15.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 3.40% | 38.47%-35.1pp | 35.73%-32.3pp | 373.66%-370.3pp |
| Employer contribution / active EE | $16,667 | $4,106+305.9% | $3,740+345.7% | $4,754+250.6% |
| Participant deferral / active EE | $17,500 | $5,456+220.8% | $4,880+258.6% | $6,712+160.7% |
| Admin fee / account holder | $47 | $7,885-99.4% | $6,735-99.3% | $11,409-99.6% |