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 | $19,690 | $99,345-80.2% | $84,753-76.8% | $273,972-92.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.72% | 22.93%-21.2pp | 22.78%-21.1pp | 41.46%-39.7pp |
| Employer contribution / active EE | $2,108 | $4,214-50.0% | $3,574-41.0% | $4,869-56.7% |
| Participant deferral / active EE | $3,671 | $4,270-14.0% | $3,712-1.1% | $5,287-30.6% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |