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 | $19,506 | $45,050-56.7% | $63,018-69.0% | $70,126-72.2% |
| Participation rate | 96.5% | 69.5%+27.0pp | 74.8%+21.7pp | 69.5%+27.0pp |
| Annual return | 10.77% | 18.76%-8.0pp | 87.62%-76.9pp | 73.15%-62.4pp |
| Employer contribution / active EE | $3,062 | $2,052+49.2% | $2,761+10.9% | $2,343+30.7% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $256 | $2,834-91.0% | $3,601-92.9% | $4,645-94.5% |