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 | $51,674 | $153,769-66.4% | $133,975-61.4% | $273,972-81.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.10% | 36.51%-35.4pp | 29.29%-28.2pp | 41.46%-40.4pp |
| Employer contribution / active EE | $3,199 | $6,029-46.9% | $5,211-38.6% | $4,869-34.3% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $129 | $11,765-98.9% | $9,324-98.6% | $10,133-98.7% |