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 | $154,228-79.5% | $145,433-78.2% | $137,256-76.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 3.47% | 74.59%-71.1pp | 66.58%-63.1pp | 220.34%-216.9pp |
| Employer contribution / active EE | $7,528 | $4,804+56.7% | $4,554+65.3% | $4,156+81.1% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |