Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $31,635 | $162,812-80.6% | $133,971-76.4% | $158,966-80.1% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 1.27% | 41.94%-40.7pp | 45.09%-43.8pp | 302.95%-301.7pp |
| Employer contribution / active EE | $2,677 | $4,976-46.2% | $3,919-31.7% | $4,762-43.8% |
| Participant deferral / active EE | $8,036 | $5,910+36.0% | $5,047+59.2% | $5,983+34.3% |
| Admin fee / account holder | $71 | $11,741-99.4% | $8,929-99.2% | $11,250-99.4% |