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 | $23,301 | $81,358-71.4% | $155,556-85.0% | $80,959-71.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 5.37% | 33.39%-28.0pp | 64.84%-59.5pp | 35.67%-30.3pp |
| Employer contribution / active EE | $3,205 | $3,106+3.2% | $4,675-31.5% | $2,757+16.2% |
| Participant deferral / active EE | $909 | $3,455-73.7% | $5,631-83.9% | $4,300-78.9% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |