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 | $57,776 | $98,240-41.2% | $82,312-29.8% | $147,586-60.9% |
| Participation rate | 70.0% | 79.7%-9.7pp | 76.9%-6.9pp | 82.8%-12.8pp |
| Annual return | 3.76% | 30.85%-27.1pp | 25.88%-22.1pp | 578.59%-574.8pp |
| Employer contribution / active EE | $1,706 | $3,192-46.6% | $2,428-29.8% | $4,876-65.0% |
| Participant deferral / active EE | $1,859 | $4,383-57.6% | $3,706-49.8% | $5,439-65.8% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |