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 | $50,388 | $201,370-75.0% | $184,256-72.7% | $145,897-65.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 5.75% | 29.05%-23.3pp | 28.85%-23.1pp | 552.29%-546.5pp |
| Employer contribution / active EE | $2,912 | $7,024-58.5% | $6,427-54.7% | $4,663-37.5% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $185 | $16,364-98.9% | $13,899-98.7% | $13,390-98.6% |