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 | $16,319 | $53,128-69.3% | $86,581-81.2% | $70,124-76.7% |
| Participation rate | 81.8% | 65.3%+16.5pp | 73.5%+8.3pp | 69.5%+12.3pp |
| Annual return | 12.30% | 27.66%-15.4pp | 965.06%-952.8pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,706 | $2,068-17.5% | $2,840-39.9% | $2,342-27.2% |
| Participant deferral / active EE | $903 | $2,695-66.5% | $3,609-75.0% | $3,332-72.9% |
| Admin fee / account holder | $49 | $3,584-98.6% | $4,904-99.0% | $4,645-99.0% |