Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,792 | $102,245-89.4% | $89,340-87.9% | $137,256-92.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 9.03% | 21.89%-12.9pp | 20.57%-11.5pp | 220.34%-211.3pp |
| Employer contribution / active EE | $2,952 | $2,529+16.7% | $2,231+32.3% | $4,156-29.0% |
| Participant deferral / active EE | $4,462 | $4,436+0.6% | $3,823+16.7% | $6,407-30.4% |
| Admin fee / account holder | $160 | $8,085-98.0% | $6,704-97.6% | $12,270-98.7% |