Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $29,706 | $227,633-87.0% | $189,597-84.3% | $167,553-82.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.01% | 78.45%-78.4pp | 64.20%-64.2pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,801 | $5,317-66.1% | $4,412-59.2% | $4,840-62.8% |
| Participant deferral / active EE | $5,200 | $7,003-25.7% | $6,174-15.8% | $6,343-18.0% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |