Sign up free to preview peer percentile detail
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 | $33,538 | $201,372-83.3% | $184,260-81.8% | $145,884-77.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.46% | 29.04%-23.6pp | 28.84%-23.4pp | 551.85%-546.4pp |
| Employer contribution / active EE | $3,179 | $7,024-54.7% | $6,427-50.5% | $4,662-31.8% |
| Participant deferral / active EE | $5,377 | $9,808-45.2% | $9,133-41.1% | $6,690-19.6% |
| Admin fee / account holder | $84 | $16,362-99.5% | $13,898-99.4% | $13,392-99.4% |