Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $31,203 | $104,709-70.2% | $85,705-63.6% | $167,553-81.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 1.97% | 21.45%-19.5pp | 21.49%-19.5pp | 478.89%-476.9pp |
| Employer contribution / active EE | $1,212 | $3,338-63.7% | $2,619-53.7% | $4,840-75.0% |
| Participant deferral / active EE | $18,200 | $4,827+277.1% | $3,924+363.8% | $6,343+186.9% |
| Admin fee / account holder | $0 | $10,036-100.0% | $6,877-100.0% | $12,316-100.0% |