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 | $51,793 | $58,493-11.5% | $84,021-38.4% | $72,975-29.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 1.81% | 28.93%-27.1pp | 71.32%-69.5pp | 81.01%-79.2pp |
| Employer contribution / active EE | $2,609 | $1,163+124.3% | $1,984+31.5% | $2,440+6.9% |
| Participant deferral / active EE | $6,228 | $2,394+160.2% | $3,239+92.3% | $3,608+72.6% |
| Admin fee / account holder | $171 | $4,569-96.2% | $6,102-97.2% | $5,124-96.7% |