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 | $31,651 | $156,398-79.8% | $147,318-78.5% | $138,895-77.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 3.47% | 78.75%-75.3pp | 70.43%-67.0pp | 145.39%-141.9pp |
| Employer contribution / active EE | $7,528 | $4,853+55.1% | $4,593+63.9% | $4,194+79.5% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |