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 | $50,049 | $65,712-23.8% | $57,196-12.5% | $273,972-81.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.21% | 22.01%-21.8pp | 14.59%-14.4pp | 41.46%-41.2pp |
| Employer contribution / active EE | $1,503 | $3,280-54.2% | $2,683-44.0% | $4,869-69.1% |
| Participant deferral / active EE | $7,067 | $3,782+86.9% | $3,096+128.2% | $5,287+33.7% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |