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 | $32,635 | $169,356-80.7% | $129,406-74.8% | $145,897-77.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 3.73% | 14418.62%-14414.9pp | 9468.18%-9464.5pp | 552.29%-548.6pp |
| Employer contribution / active EE | $8,088 | $5,542+45.9% | $4,155+94.6% | $4,663+73.5% |
| Participant deferral / active EE | $2,300 | $4,987-53.9% | $4,167-44.8% | $6,689-65.6% |
| Admin fee / account holder | $136 | $9,915-98.6% | $7,689-98.2% | $13,390-99.0% |