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 | $59,949 | $99,921-40.0% | $85,009-29.5% | $145,959-58.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 4.46% | 83.89%-79.4pp | 66.47%-62.0pp | 561.95%-557.5pp |
| Employer contribution / active EE | $648 | $3,233-79.9% | $2,728-76.2% | $4,661-86.1% |
| Participant deferral / active EE | $2,124 | $5,293-59.9% | $4,522-53.0% | $6,689-68.2% |
| Admin fee / account holder | $3 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |