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 | $150,685 | $181,896-17.2% | $156,551-3.7% | $273,972-45.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.15% | 30.74%-30.6pp | 32.23%-32.1pp | 41.46%-41.3pp |
| Employer contribution / active EE | $11,613 | $6,248+85.9% | $5,501+111.1% | $4,869+138.5% |
| Participant deferral / active EE | $18,000 | $5,550+224.3% | $4,871+269.5% | $5,287+240.4% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |