Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $45,367 | $105,284-56.9% | $150,734-69.9% | $94,015-51.7% |
| Participation rate | 98.9% | 71.7%+27.1pp | 78.4%+20.4pp | 70.8%+28.0pp |
| Annual return | 4.25% | 15.67%-11.4pp | 600.81%-596.6pp | 17.84%-13.6pp |
| Employer contribution / active EE | $15,909 | $3,599+342.1% | $4,918+223.5% | $2,790+470.2% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $297 | $9,839-97.0% | $14,905-98.0% | $8,951-96.7% |