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 | $82,405 | $211,224-61.0% | $178,505-53.8% | $145,897-43.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.13% | 30.28%-26.1pp | 27.16%-23.0pp | 552.29%-548.2pp |
| Employer contribution / active EE | $40,752 | $4,577+790.4% | $3,955+930.4% | $4,663+774.0% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $91 | $12,109-99.2% | $10,428-99.1% | $13,390-99.3% |