Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $75,552 | $97,125-22.2% | $86,233-12.4% | $137,256-45.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 7.59% | 74.19%-66.6pp | 61.39%-53.8pp | 220.34%-212.8pp |
| Employer contribution / active EE | $6,200 | $2,841+118.2% | $2,504+147.6% | $4,156+49.2% |
| Participant deferral / active EE | $22,510 | $5,180+334.6% | $4,559+393.7% | $6,407+251.3% |
| Admin fee / account holder | $182 | $9,725-98.1% | $8,342-97.8% | $12,270-98.5% |