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 | $57,636 | $102,429-43.7% | $147,096-60.8% | $80,925-28.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.71% | 135.02%-124.3pp | 419.75%-409.0pp | 35.65%-24.9pp |
| Employer contribution / active EE | $5,243 | $3,716+41.1% | $4,936+6.2% | $2,756+90.2% |
| Participant deferral / active EE | $6,169 | $6,649-7.2% | $8,071-23.6% | $4,299+43.5% |
| Admin fee / account holder | $29 | $7,957-99.6% | $13,005-99.8% | $6,940-99.6% |