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 | $55,040 | $129,737-57.6% | $119,126-53.8% | $154,746-64.4% |
| Participation rate | 93.3% | 78.9%+14.5pp | 75.8%+17.6pp | 80.7%+12.6pp |
| Annual return | 3.42% | 379.08%-375.7pp | 282.11%-278.7pp | 172.34%-168.9pp |
| Employer contribution / active EE | $27,716 | $4,375+533.5% | $4,034+587.1% | $4,379+532.9% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $46 | $11,961-99.6% | $10,693-99.6% | $14,365-99.7% |