Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $67,998 | $99,345-31.6% | $84,753-19.8% | $273,972-75.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.54% | 22.93%-21.4pp | 22.78%-21.2pp | 41.46%-39.9pp |
| Employer contribution / active EE | $12,647 | $4,214+200.1% | $3,574+253.8% | $4,869+159.8% |
| Participant deferral / active EE | $10,771 | $4,270+152.3% | $3,712+190.2% | $5,287+103.7% |
| Admin fee / account holder | $83 | $6,645-98.7% | $5,333-98.4% | $10,133-99.2% |