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 | $134,586 | $160,070-15.9% | $147,117-8.5% | $145,897-7.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.05% | 98.69%-94.6pp | 420.54%-416.5pp | 552.29%-548.2pp |
| Employer contribution / active EE | $35,000 | $5,285+562.3% | $4,932+609.6% | $4,663+650.7% |
| Participant deferral / active EE | $30,000 | $8,419+256.3% | $8,065+272.0% | $6,689+348.5% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |