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 | $63,663 | $96,558-34.1% | $80,977-21.4% | $273,972-76.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 1.86% | 15.14%-13.3pp | 17.11%-15.2pp | 41.46%-39.6pp |
| Employer contribution / active EE | $4,158 | $4,869-14.6% | $3,715+11.9% | $4,869-14.6% |
| Participant deferral / active EE | $6,576 | $6,598-0.3% | $5,696+15.4% | $5,287+24.4% |
| Admin fee / account holder | $121 | $7,493-98.4% | $5,517-97.8% | $10,133-98.8% |