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 | $88,806 | $103,038-13.8% | $90,324-1.7% | $152,909-41.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 5.09% | 95.25%-90.2pp | 78.15%-73.1pp | 345.46%-340.4pp |
| Employer contribution / active EE | $1,838 | $3,141-41.5% | $2,856-35.6% | $4,764-61.4% |
| Participant deferral / active EE | $4,447 | $4,282+3.9% | $3,885+14.5% | $5,851-24.0% |
| Admin fee / account holder | $284 | $6,177-95.4% | $5,356-94.7% | $11,601-97.6% |