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 | $7,324 | $123,982-94.1% | $69,701-89.5% | $145,959-95.0% |
| Participation rate | 78.9% | 69.2%+9.7pp | 66.4%+12.5pp | 80.3%-1.3pp |
| Annual return | 5.44% | 191.01%-185.6pp | 100.32%-94.9pp | 561.95%-556.5pp |
| Employer contribution / active EE | $3,295 | $2,681+22.9% | $1,713+92.3% | $4,661-29.3% |
| Participant deferral / active EE | $2,816 | $4,236-33.5% | $2,887-2.5% | $6,689-57.9% |
| Admin fee / account holder | $70 | $7,867-99.1% | $4,717-98.5% | $13,398-99.5% |