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 | $50,318 | $96,678-48.0% | $86,640-41.9% | $139,466-63.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.43% | 106.69%-96.3pp | 592.52%-582.1pp | 373.66%-363.2pp |
| Employer contribution / active EE | $3,402 | $3,265+4.2% | $3,024+12.5% | $4,754-28.4% |
| Participant deferral / active EE | $7,185 | $4,837+48.5% | $4,438+61.9% | $6,712+7.0% |
| Admin fee / account holder | $115 | $6,410-98.2% | $5,616-97.9% | $11,409-99.0% |