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 | $35,029 | $103,000-66.0% | $90,300-61.2% | $152,885-77.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 8.30% | 95.19%-86.9pp | 78.11%-69.8pp | 345.39%-337.1pp |
| Employer contribution / active EE | $3,116 | $3,138-0.7% | $2,854+9.2% | $4,763-34.6% |
| Participant deferral / active EE | $3,835 | $4,281-10.4% | $3,884-1.3% | $5,851-34.4% |
| Admin fee / account holder | $58 | $6,173-99.1% | $5,353-98.9% | $11,598-99.5% |