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 | $81,331-55.3% | $155,534-76.6% | $80,935-55.1% |
| Participation rate | 85.9% | 66.3%+19.6pp | 78.2%+7.7pp | 67.7%+18.2pp |
| Annual return | 6.65% | 33.37%-26.7pp | 64.92%-58.3pp | 35.66%-29.0pp |
| Employer contribution / active EE | $845 | $3,105-72.8% | $4,675-81.9% | $2,757-69.3% |
| Participant deferral / active EE | $2,004 | $3,454-42.0% | $5,630-64.4% | $4,299-53.4% |
| Admin fee / account holder | $169 | $7,999-97.9% | $15,900-98.9% | $6,924-97.6% |