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 | $47,628 | $90,486-47.4% | $78,676-39.5% | $273,972-82.6% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 1.32% | 75.62%-74.3pp | 62.19%-60.9pp | 41.46%-40.1pp |
| Employer contribution / active EE | $3,181 | $3,175+0.2% | $2,850+11.6% | $4,869-34.7% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $222 | $5,263-95.8% | $4,510-95.1% | $10,133-97.8% |