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 | $77,149 | $58,726+31.4% | $92,240-16.4% | $62,293+23.8% |
| Participation rate | 74.5% | 68.3%+6.2pp | 76.5%-2.0pp | 69.5%+5.0pp |
| Annual return | 6.55% | 43.62%-37.1pp | 176.29%-169.7pp | 28.90%-22.4pp |
| Employer contribution / active EE | $3,364 | $2,392+40.6% | $3,680-8.6% | $2,042+64.7% |
| Participant deferral / active EE | $3,362 | $2,766+21.6% | $3,897-13.7% | $3,169+6.1% |
| Admin fee / account holder | $217 | $556-60.9% | $5,194-95.8% | $479-54.7% |