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 | $72,826 | $98,240-25.9% | $82,312-11.5% | $147,586-50.7% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 5.43% | 30.85%-25.4pp | 25.88%-20.5pp | 578.59%-573.2pp |
| Employer contribution / active EE | $1,048 | $3,192-67.2% | $2,428-56.8% | $4,876-78.5% |
| Participant deferral / active EE | $1,567 | $4,383-64.3% | $3,706-57.7% | $5,439-71.2% |
| Admin fee / account holder | $25 | $8,563-99.7% | $5,608-99.6% | $10,886-99.8% |