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 | $41,927 | $63,346-33.8% | $92,240-54.5% | $70,126-40.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 2.86% | 530.19%-527.3pp | 176.29%-173.4pp | 73.15%-70.3pp |
| Employer contribution / active EE | $1,760 | $2,471-28.8% | $3,680-52.2% | $2,343-24.9% |
| Participant deferral / active EE | $3,923 | $2,854+37.5% | $3,897+0.7% | $3,332+17.7% |
| Admin fee / account holder | $246 | $3,841-93.6% | $5,194-95.3% | $4,645-94.7% |