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 | $48,895 | $124,351-60.7% | $109,188-55.2% | $167,553-70.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 2.13% | 26.04%-23.9pp | 25.76%-23.6pp | 478.89%-476.8pp |
| Employer contribution / active EE | $4,936 | $4,210+17.3% | $3,723+32.6% | $4,840+2.0% |
| Participant deferral / active EE | $4,377 | $5,257-16.7% | $4,654-6.0% | $6,343-31.0% |
| Admin fee / account holder | $24 | $7,975-99.7% | $6,755-99.6% | $12,316-99.8% |