Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $53,693 | $103,393-48.1% | $87,103-38.4% | $152,909-64.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 1.88% | 28.10%-26.2pp | 28.19%-26.3pp | 345.46%-343.6pp |
| Employer contribution / active EE | $11,720 | $3,221+263.9% | $2,521+364.8% | $4,764+146.0% |
| Participant deferral / active EE | $6,858 | $4,778+43.5% | $4,049+69.4% | $5,851+17.2% |
| Admin fee / account holder | $19 | $12,195-99.8% | $7,491-99.7% | $11,601-99.8% |