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 | $31,739 | $181,896-82.6% | $156,551-79.7% | $273,972-88.4% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 2.01% | 30.74%-28.7pp | 32.23%-30.2pp | 41.46%-39.4pp |
| Employer contribution / active EE | $2,166 | $6,248-65.3% | $5,501-60.6% | $4,869-55.5% |
| Participant deferral / active EE | $5,680 | $5,550+2.3% | $4,871+16.6% | $5,287+7.4% |
| Admin fee / account holder | $185 | $15,560-98.8% | $13,028-98.6% | $10,133-98.2% |