Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $130,986 | $65,685+99.4% | $57,181+129.1% | $273,968-52.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.10% | 21.99%-21.9pp | 14.59%-14.5pp | 41.45%-41.4pp |
| Employer contribution / active EE | $2,260 | $3,279-31.1% | $2,682-15.7% | $4,869-53.6% |
| Participant deferral / active EE | $1,935 | $3,781-48.8% | $3,096-37.5% | $5,287-63.4% |
| Admin fee / account holder | $8 | $4,835-99.8% | $3,139-99.8% | $10,132-99.9% |