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 | $107,195 | $67,602+58.6% | $82,312+30.2% | $70,126+52.9% |
| Participation rate | 91.7% | 72.8%+18.9pp | 76.9%+14.8pp | 69.5%+22.1pp |
| Annual return | 9.17% | 21.57%-12.4pp | 25.88%-16.7pp | 73.15%-64.0pp |
| Employer contribution / active EE | $4,140 | $1,755+135.9% | $2,428+70.5% | $2,343+76.7% |
| Participant deferral / active EE | $5,701 | $2,987+90.8% | $3,706+53.8% | $3,332+71.1% |
| Admin fee / account holder | $78 | $4,512-98.3% | $5,608-98.6% | $4,645-98.3% |