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 | $19,411 | $56,063-65.4% | $76,051-74.5% | $80,911-76.0% |
| Participation rate | 88.6% | 62.0%+26.6pp | 69.1%+19.6pp | 67.6%+21.0pp |
| Annual return | 8.27% | 20.54%-12.3pp | 360.42%-352.1pp | 35.63%-27.4pp |
| Employer contribution / active EE | $1,153 | $1,874-38.5% | $2,690-57.1% | $2,756-58.1% |
| Participant deferral / active EE | $2,551 | $3,052-16.4% | $4,257-40.1% | $4,297-40.6% |
| Admin fee / account holder | $238 | $5,240-95.5% | $6,416-96.3% | $6,935-96.6% |