Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $18,998 | $88,778-78.6% | $81,844-76.8% | $145,884-87.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.65% | 1033.03%-1024.4pp | 778.87%-770.2pp | 551.85%-543.2pp |
| Employer contribution / active EE | $1,726 | $3,087-44.1% | $2,916-40.8% | $4,662-63.0% |
| Participant deferral / active EE | $8,114 | $4,648+74.6% | $4,323+87.7% | $6,690+21.3% |
| Admin fee / account holder | $215 | $8,430-97.4% | $7,355-97.1% | $13,392-98.4% |