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 | $33,040 | $47,479-30.4% | $62,929-47.5% | $82,448-59.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 10.89% | 20.34%-9.5pp | 1063.93%-1053.0pp | 41.64%-30.8pp |
| Employer contribution / active EE | $1,211 | $1,885-35.8% | $2,505-51.6% | $2,551-52.5% |
| Participant deferral / active EE | $4,119 | $2,870+43.5% | $3,888+5.9% | $4,139-0.5% |
| Admin fee / account holder | $250 | $3,804-93.4% | $5,065-95.1% | $7,234-96.5% |