Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,901 | $106,247-86.0% | $96,515-84.6% | $139,466-89.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 6.06% | 38.47%-32.4pp | 35.73%-29.7pp | 373.66%-367.6pp |
| Employer contribution / active EE | $1,478 | $4,106-64.0% | $3,740-60.5% | $4,754-68.9% |
| Participant deferral / active EE | $15,000 | $5,456+174.9% | $4,880+207.4% | $6,712+123.5% |
| Admin fee / account holder | $75 | $7,885-99.1% | $6,735-98.9% | $11,409-99.3% |