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 | $26,016 | $96,643-73.1% | $86,617-70.0% | $139,456-81.3% |
| Participation rate | 70.0% | 74.4%-4.4pp | 71.7%-1.7pp | 80.3%-10.3pp |
| Annual return | 9.61% | 106.57%-97.0pp | 591.91%-582.3pp | 373.45%-363.8pp |
| Employer contribution / active EE | $1,660 | $3,264-49.1% | $3,023-45.1% | $4,753-65.1% |
| Participant deferral / active EE | $1,356 | $4,835-72.0% | $4,437-69.4% | $6,711-79.8% |
| Admin fee / account holder | $123 | $6,406-98.1% | $5,613-97.8% | $11,407-98.9% |