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 | $43,235 | $110,410-60.8% | $102,437-57.8% | $145,897-70.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.72% | 24.85%-16.1pp | 24.95%-16.2pp | 552.29%-543.6pp |
| Employer contribution / active EE | $2,033 | $4,217-51.8% | $3,871-47.5% | $4,663-56.4% |
| Participant deferral / active EE | $6,870 | $5,622+22.2% | $5,060+35.8% | $6,689+2.7% |
| Admin fee / account holder | $9 | $9,745-99.9% | $8,388-99.9% | $13,390-99.9% |