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 | $36,633 | $90,486-59.5% | $78,676-53.4% | $273,972-86.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.97% | 75.62%-74.7pp | 62.19%-61.2pp | 41.46%-40.5pp |
| Employer contribution / active EE | $1,911 | $3,175-39.8% | $2,850-32.9% | $4,869-60.7% |
| Participant deferral / active EE | $1,911 | $3,901-51.0% | $3,517-45.7% | $5,287-63.9% |
| Admin fee / account holder | $23 | $5,263-99.6% | $4,510-99.5% | $10,133-99.8% |