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 | $151,057 | $57,590+162.3% | $86,233+75.2% | $82,448+83.2% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 9.88% | 22.41%-12.5pp | 61.39%-51.5pp | 41.64%-31.8pp |
| Employer contribution / active EE | $3,064 | $1,655+85.1% | $2,504+22.3% | $2,551+20.1% |
| Participant deferral / active EE | $5,046 | $3,080+63.8% | $4,559+10.7% | $4,139+21.9% |
| Admin fee / account holder | $129 | $4,730-97.3% | $8,342-98.5% | $7,234-98.2% |