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 | $19,673 | $81,664-75.9% | $70,476-72.1% | $158,966-87.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 3.80% | 208.59%-204.8pp | 109.12%-105.3pp | 302.95%-299.1pp |
| Employer contribution / active EE | $3,890 | $3,219+20.8% | $2,738+42.1% | $4,762-18.3% |
| Participant deferral / active EE | $3,871 | $4,556-15.0% | $3,710+4.3% | $5,983-35.3% |
| Admin fee / account holder | $192 | $6,197-96.9% | $3,847-95.0% | $11,250-98.3% |