Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $41,969 | $114,237-63.3% | $119,258-64.8% | $167,536-74.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 5.48% | 29.87%-24.4pp | 30.69%-25.2pp | 478.82%-473.3pp |
| Employer contribution / active EE | $9,082 | $4,481+102.7% | $4,384+107.2% | $4,839+87.7% |
| Participant deferral / active EE | $2,933 | $6,084-51.8% | $6,111-52.0% | $6,342-53.7% |
| Admin fee / account holder | $188 | $8,932-97.9% | $7,226-97.4% | $12,315-98.5% |