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 | $61,889 | $99,921-38.1% | $85,009-27.2% | $145,959-57.6% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 2.46% | 83.89%-81.4pp | 66.47%-64.0pp | 561.95%-559.5pp |
| Employer contribution / active EE | $544 | $3,233-83.2% | $2,728-80.1% | $4,661-88.3% |
| Participant deferral / active EE | $1,299 | $5,293-75.5% | $4,522-71.3% | $6,689-80.6% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |