Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $29,457 | $106,280-72.3% | $96,538-69.5% | $139,487-78.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 5.32% | 38.48%-33.2pp | 35.74%-30.4pp | 373.84%-368.5pp |
| Employer contribution / active EE | $5,906 | $4,107+43.8% | $3,740+57.9% | $4,755+24.2% |
| Participant deferral / active EE | $6,953 | $5,457+27.4% | $4,880+42.5% | $6,713+3.6% |
| Admin fee / account holder | $19 | $7,888-99.8% | $6,737-99.7% | $11,407-99.8% |