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 | $23,099 | $84,236-72.6% | $170,435-86.4% | $70,126-67.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.09% | 23.06%-12.0pp | 205.94%-194.9pp | 73.15%-62.1pp |
| Employer contribution / active EE | $2,526 | $3,387-25.4% | $5,432-53.5% | $2,343+7.8% |
| Participant deferral / active EE | $1,610 | $3,086-47.8% | $4,939-67.4% | $3,332-51.7% |
| Admin fee / account holder | $195 | $5,698-96.6% | $13,881-98.6% | $4,645-95.8% |