Sign up free to preview peer percentile detail
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 | $62,495 | $110,039-43.2% | $97,260-35.7% | $145,884-57.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 7.00% | 244.44%-237.4pp | 75.54%-68.5pp | 551.85%-544.8pp |
| Employer contribution / active EE | $8,700 | $3,074+183.0% | $2,721+219.7% | $4,662+86.6% |
| Participant deferral / active EE | $26,750 | $4,674+472.3% | $4,262+527.7% | $6,690+299.9% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |