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 | $51,913 | $48,364+7.3% | $71,796-27.7% | $62,881-17.4% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 0.49% | 13.16%-12.7pp | 78.04%-77.5pp | 20.14%-19.7pp |
| Employer contribution / active EE | $5,947 | $1,042+470.8% | $1,924+209.0% | $2,281+160.7% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $271 | $3,771-92.8% | $4,815-94.4% | $4,296-93.7% |