Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $33,091 | $111,814-70.4% | $103,378-68.0% | $145,978-77.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.61% | 24.80%-21.2pp | 24.91%-21.3pp | 550.52%-546.9pp |
| Employer contribution / active EE | $12,152 | $4,215+188.3% | $3,870+214.0% | $4,662+160.7% |
| Participant deferral / active EE | $8,576 | $5,618+52.7% | $5,058+69.6% | $6,690+28.2% |
| Admin fee / account holder | $178 | $9,764-98.2% | $8,401-97.9% | $13,400-98.7% |