Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $21,752 | $115,911-81.2% | $100,530-78.4% | $158,950-86.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 5.64% | 34.80%-29.2pp | 30.89%-25.3pp | 302.91%-297.3pp |
| Employer contribution / active EE | $3,087 | $4,104-24.8% | $3,418-9.7% | $4,762-35.2% |
| Participant deferral / active EE | $3,900 | $6,676-41.6% | $6,271-37.8% | $5,983-34.8% |
| Admin fee / account holder | $121 | $10,999-98.9% | $8,083-98.5% | $11,248-98.9% |