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 | $36,318 | $81,233-55.3% | $155,567-76.7% | $80,874-55.1% |
| Participation rate | 85.9% | 66.2%+19.7pp | 78.2%+7.7pp | 67.6%+18.3pp |
| Annual return | 6.65% | 33.33%-26.7pp | 64.74%-58.1pp | 35.62%-29.0pp |
| Employer contribution / active EE | $845 | $3,101-72.7% | $4,674-81.9% | $2,756-69.3% |
| Participant deferral / active EE | $2,004 | $3,452-42.0% | $5,628-64.4% | $4,297-53.4% |
| Admin fee / account holder | $169 | $7,998-97.9% | $15,916-98.9% | $6,935-97.6% |