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 | $19,845 | $161,352-87.7% | $134,172-85.2% | $137,256-85.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 3.45% | 28.72%-25.3pp | 25.30%-21.8pp | 220.34%-216.9pp |
| Employer contribution / active EE | $1,886 | $4,099-54.0% | $3,420-44.8% | $4,156-54.6% |
| Participant deferral / active EE | $5,055 | $5,552-9.0% | $4,690+7.8% | $6,407-21.1% |
| Admin fee / account holder | $140 | $15,028-99.1% | $12,016-98.8% | $12,270-98.9% |