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 | $56,597 | $108,912-48.0% | $100,383-43.6% | $145,959-61.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.82% | 57.96%-48.1pp | 49.26%-39.4pp | 561.95%-552.1pp |
| Employer contribution / active EE | $13,964 | $4,423+215.7% | $3,944+254.1% | $4,661+199.6% |
| Participant deferral / active EE | $23,300 | $8,451+175.7% | $8,086+188.2% | $6,689+248.4% |
| Admin fee / account holder | $150 | $9,690-98.5% | $7,900-98.1% | $13,398-98.9% |