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 | $34,014 | $53,774-36.7% | $134,162-74.6% | $79,856-57.4% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 6.53% | 19.01%-12.5pp | 36.35%-29.8pp | 31.71%-25.2pp |
| Employer contribution / active EE | $5,527 | $1,322+318.2% | $3,705+49.2% | $2,471+123.6% |
| Participant deferral / active EE | $5,345 | $2,420+120.9% | $3,500+52.7% | $3,741+42.9% |
| Admin fee / account holder | $163 | $3,985-95.9% | $6,685-97.6% | $5,306-96.9% |