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 | $62,892 | $104,694-39.9% | $85,709-26.6% | $167,536-62.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 8.00% | 21.45%-13.4pp | 21.49%-13.5pp | 478.82%-470.8pp |
| Employer contribution / active EE | $2,070 | $3,337-38.0% | $2,619-20.9% | $4,839-57.2% |
| Participant deferral / active EE | $7,862 | $4,826+62.9% | $3,924+100.4% | $6,342+24.0% |
| Admin fee / account holder | $53 | $10,035-99.5% | $6,876-99.2% | $12,315-99.6% |