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 | $16,799 | $85,169-80.3% | $172,755-90.3% | $72,983-77.0% |
| Participation rate | 91.2% | 70.1%+21.1pp | 82.6%+8.5pp | 69.5%+21.7pp |
| Annual return | 5.51% | 27.32%-21.8pp | 802.94%-797.4pp | 81.01%-75.5pp |
| Employer contribution / active EE | $1,713 | $3,324-48.5% | $5,144-66.7% | $2,440-29.8% |
| Participant deferral / active EE | $1,006 | $3,260-69.1% | $5,198-80.6% | $3,608-72.1% |
| Admin fee / account holder | $137 | $5,880-97.7% | $13,955-99.0% | $5,124-97.3% |