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 | $97,549 | $148,629-34.4% | $135,982-28.3% | $139,487-30.1% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 10.97% | 79.33%-68.4pp | 68.32%-57.4pp | 373.84%-362.9pp |
| Employer contribution / active EE | $3,168 | $5,247-39.6% | $4,859-34.8% | $4,755-33.4% |
| Participant deferral / active EE | $8,440 | $8,102+4.2% | $7,760+8.8% | $6,713+25.7% |
| Admin fee / account holder | $70 | $12,406-99.4% | $10,767-99.3% | $11,407-99.4% |