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 | $85,983 | $183,539-53.2% | $155,556-44.7% | $145,897-41.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.49% | 61.31%-55.8pp | 64.84%-59.3pp | 552.29%-546.8pp |
| Employer contribution / active EE | $7,600 | $5,315+43.0% | $4,675+62.6% | $4,663+63.0% |
| Participant deferral / active EE | $17,500 | $6,467+170.6% | $5,631+210.8% | $6,689+161.6% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |