Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,114 | $127,298-84.2% | $109,916-81.7% | $167,553-88.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 3.85% | 22.97%-19.1pp | 29.46%-25.6pp | 478.89%-475.0pp |
| Employer contribution / active EE | $7,922 | $3,325+138.3% | $2,844+178.5% | $4,840+63.7% |
| Participant deferral / active EE | $7,175 | $4,513+59.0% | $4,047+77.3% | $6,343+13.1% |
| Admin fee / account holder | $225 | $7,119-96.8% | $6,069-96.3% | $12,316-98.2% |