Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $37,885 | $78,670-51.8% | $109,173-65.3% | $85,847-55.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 2.62% | 25.09%-22.5pp | 25.75%-23.1pp | 318.61%-316.0pp |
| Employer contribution / active EE | $657 | $2,734-76.0% | $3,723-82.4% | $2,565-74.4% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $211 | $5,469-96.1% | $6,755-96.9% | $6,261-96.6% |