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 | $53,381 | $72,273-26.1% | $101,275-47.3% | $79,856-33.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 4.46% | 22.30%-17.8pp | 46.48%-42.0pp | 31.71%-27.2pp |
| Employer contribution / active EE | $5,202 | $2,691+93.3% | $3,660+42.1% | $2,471+110.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $298 | $4,401-93.2% | $5,948-95.0% | $5,306-94.4% |