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 | $21,479 | $162,136-86.8% | $152,301-85.9% | $154,746-86.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 1.23% | 91.02%-89.8pp | 80.50%-79.3pp | 172.34%-171.1pp |
| Employer contribution / active EE | $5,851 | $4,890+19.7% | $4,624+26.5% | $4,379+33.6% |
| Participant deferral / active EE | $7,867 | $8,341-5.7% | $8,004-1.7% | $6,730+16.9% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |