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 | $100,028 | $201,370-50.3% | $184,256-45.7% | $145,897-31.4% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 1.28% | 29.05%-27.8pp | 28.85%-27.6pp | 552.29%-551.0pp |
| Employer contribution / active EE | $2,433 | $7,024-65.4% | $6,427-62.1% | $4,663-47.8% |
| Participant deferral / active EE | $9,817 | $9,808+0.1% | $9,133+7.5% | $6,689+46.8% |
| Admin fee / account holder | $133 | $16,364-99.2% | $13,899-99.0% | $13,390-99.0% |