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 | $33,818 | $67,411-49.8% | $91,004-62.8% | $70,126-51.8% |
| Participation rate | 97.0% | 71.4%+25.6pp | 75.6%+21.4pp | 69.5%+27.4pp |
| Annual return | 11.73% | -40.16%+51.9pp | 4.60%+7.1pp | 73.15%-61.4pp |
| Employer contribution / active EE | $3,313 | $1,786+85.5% | $2,456+34.9% | $2,343+41.4% |
| Participant deferral / active EE | $2,916 | $2,823+3.3% | $3,548-17.8% | $3,332-12.5% |
| Admin fee / account holder | $114 | $4,236-97.3% | $5,417-97.9% | $4,645-97.6% |