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 | $39,203 | $73,518-46.7% | $63,003-37.8% | $147,585-73.4% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.8%+16.9pp | 82.8%+8.8pp |
| Annual return | 8.69% | 175.46%-166.8pp | 87.59%-78.9pp | 578.57%-569.9pp |
| Employer contribution / active EE | $3,050 | $3,322-8.2% | $2,760+10.5% | $4,876-37.5% |
| Participant deferral / active EE | $800 | $4,183-80.9% | $3,329-76.0% | $5,439-85.3% |
| Admin fee / account holder | $192 | $5,952-96.8% | $3,600-94.7% | $10,885-98.2% |