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 | $62,693 | $88,707-29.3% | $74,184-15.5% | $273,972-77.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.68% | 11.94%-10.3pp | 17.74%-16.1pp | 41.46%-39.8pp |
| Employer contribution / active EE | $2,386 | $3,159-24.5% | $2,370+0.6% | $4,869-51.0% |
| Participant deferral / active EE | $13,213 | $4,212+213.7% | $3,550+272.2% | $5,287+149.9% |
| Admin fee / account holder | $59 | $8,717-99.3% | $5,586-98.9% | $10,133-99.4% |