Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $62,325 | $112,729-44.7% | $98,716-36.9% | $137,256-54.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 8.19% | 38.48%-30.3pp | 31.81%-23.6pp | 220.34%-212.2pp |
| Employer contribution / active EE | $3,084 | $2,725+13.1% | $2,279+35.3% | $4,156-25.8% |
| Participant deferral / active EE | $4,515 | $4,640-2.7% | $4,048+11.5% | $6,407-29.5% |
| Admin fee / account holder | $288 | $10,129-97.2% | $8,703-96.7% | $12,270-97.7% |