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 | $28,089 | $77,908-63.9% | $149,696-81.2% | $75,173-62.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.96% | 31.73%-18.8pp | 134.46%-121.5pp | 160.72%-147.8pp |
| Employer contribution / active EE | $2,729 | $3,138-13.0% | $4,821-43.4% | $2,671+2.2% |
| Participant deferral / active EE | $3,541 | $3,411+3.8% | $5,682-37.7% | $4,126-14.2% |
| Admin fee / account holder | $3 | $5,950-99.9% | $13,212-100.0% | $5,651-99.9% |