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 | $61,304 | $69,977-12.4% | $108,582-43.5% | $62,881-2.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 3.97% | 10.73%-6.8pp | -51.70%+55.7pp | 20.14%-16.2pp |
| Employer contribution / active EE | $4,708 | $2,135+120.5% | $3,758+25.3% | $2,281+106.4% |
| Participant deferral / active EE | $2,918 | $3,165-7.8% | $4,311-32.3% | $3,203-8.9% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |