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 | $30,231 | $52,580-42.5% | $71,671-57.8% | $70,126-56.9% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 11.11% | 20.25%-9.1pp | 20.65%-9.5pp | 73.15%-62.0pp |
| Employer contribution / active EE | $1,892 | $1,616+17.1% | $2,460-23.1% | $2,343-19.2% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $189 | $3,653-94.8% | $5,558-96.6% | $4,645-95.9% |