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 | $40,832 | $135,956-70.0% | $123,894-67.0% | $273,972-85.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 3.09% | 56.63%-53.5pp | 47.52%-44.4pp | 41.46%-38.4pp |
| Employer contribution / active EE | $3,359 | $5,170-35.0% | $4,617-27.2% | $4,869-31.0% |
| Participant deferral / active EE | $5,202 | $6,343-18.0% | $5,984-13.1% | $5,287-1.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |