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 | $108,897-48.0% | $100,378-43.6% | $145,877-61.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.82% | 58.17%-48.4pp | 49.41%-39.6pp | 551.28%-541.5pp |
| Employer contribution / active EE | $13,964 | $4,420+215.9% | $3,942+254.2% | $4,663+199.5% |
| Participant deferral / active EE | $23,300 | $8,455+175.6% | $8,087+188.1% | $6,691+248.3% |
| Admin fee / account holder | $150 | $9,690-98.5% | $7,899-98.1% | $13,402-98.9% |