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 | $67,795 | $91,559-26.0% | $133,978-49.4% | $79,856-15.1% |
| Participation rate | 81.5% | 73.3%+8.1pp | 79.8%+1.6pp | 69.6%+11.8pp |
| Annual return | 3.29% | 61.85%-58.6pp | 45.10%-41.8pp | 31.71%-28.4pp |
| Employer contribution / active EE | $2,386 | $2,384+0.1% | $3,919-39.1% | $2,471-3.5% |
| Participant deferral / active EE | $3,817 | $3,734+2.2% | $5,047-24.4% | $3,741+2.0% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,930-100.0% | $5,306-100.0% |