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 | $15,360 | $97,289-84.2% | $92,805-83.4% | $155,188-90.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 3.00% | 29.03%-26.0pp | 31.59%-28.6pp | 148.84%-145.8pp |
| Employer contribution / active EE | $220 | $3,632-94.0% | $3,424-93.6% | $4,248-94.8% |
| Participant deferral / active EE | $0 | $8,795-100.0% | $8,448-100.0% | $6,531-100.0% |
| Admin fee / account holder | $122 | $12,015-99.0% | $10,911-98.9% | $14,480-99.2% |