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 | $19,938 | $48,284-58.7% | $67,524-70.5% | $80,911-75.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 10.92% | 18.27%-7.3pp | 3519.41%-3508.5pp | 35.63%-24.7pp |
| Employer contribution / active EE | $486 | $2,021-76.0% | $2,734-82.2% | $2,756-82.4% |
| Participant deferral / active EE | $2,179 | $2,927-25.5% | $4,001-45.5% | $4,297-49.3% |
| Admin fee / account holder | $65 | $3,688-98.2% | $4,001-98.4% | $6,935-99.1% |