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 | $91,064 | $100,938-9.8% | $90,461+0.7% | $158,982-42.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.84% | 1727.20%-1725.4pp | 1294.76%-1292.9pp | 302.99%-301.1pp |
| Employer contribution / active EE | $4,179 | $3,691+13.2% | $3,264+28.0% | $4,763-12.3% |
| Participant deferral / active EE | $4,075 | $4,350-6.3% | $3,964+2.8% | $5,983-31.9% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |