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 | $132,492 | $110,379+20.0% | $102,412+29.4% | $145,884-9.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 7.82% | 24.84%-17.0pp | 24.94%-17.1pp | 551.85%-544.0pp |
| Employer contribution / active EE | $3,192 | $4,216-24.3% | $3,870-17.5% | $4,662-31.5% |
| Participant deferral / active EE | $5,787 | $5,622+2.9% | $5,060+14.4% | $6,690-13.5% |
| Admin fee / account holder | $92 | $9,745-99.1% | $8,388-98.9% | $13,392-99.3% |