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 | $33,043 | $185,830-82.2% | $170,004-80.6% | $139,427-76.3% |
| Participation rate | 95.2% | 87.8%+7.5pp | 87.0%+8.2pp | 80.3%+14.9pp |
| Annual return | 9.69% | 60.52%-50.8pp | 53.39%-43.7pp | 373.27%-363.6pp |
| Employer contribution / active EE | $3,311 | $7,591-56.4% | $6,786-51.2% | $4,752-30.3% |
| Participant deferral / active EE | $3,583 | $11,622-69.2% | $10,408-65.6% | $6,711-46.6% |
| Admin fee / account holder | $131 | $15,381-99.1% | $12,816-99.0% | $11,404-98.9% |