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 | $54,397 | $91,695-40.7% | $67,575-19.5% | $77,736-30.0% |
| Participation rate | 99.6% | 76.0%+23.6pp | 72.9%+26.7pp | 70.6%+29.0pp |
| Annual return | 1.80% | 14.88%-13.1pp | 3528.98%-3527.2pp | 31.26%-29.5pp |
| Employer contribution / active EE | $1,309 | $3,189-58.9% | $2,736-52.1% | $2,728-52.0% |
| Participant deferral / active EE | $2,080 | $3,912-46.8% | $4,003-48.1% | $4,651-55.3% |
| Admin fee / account holder | $51 | $245-79.0% | $3,993-98.7% | $433-88.1% |