Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $38,429 | $111,830-65.6% | $93,696-59.0% | $145,884-73.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 6.06% | 204.08%-198.0pp | 133.74%-127.7pp | 551.85%-545.8pp |
| Employer contribution / active EE | $891 | $3,093-71.2% | $2,422-63.2% | $4,662-80.9% |
| Participant deferral / active EE | $1,962 | $4,920-60.1% | $4,417-55.6% | $6,690-70.7% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |