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 | $108,665 | $154,228-29.5% | $145,433-25.3% | $137,256-20.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.03% | 74.59%-64.6pp | 66.58%-56.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,196 | $4,804-54.3% | $4,554-51.8% | $4,156-47.2% |
| Participant deferral / active EE | $14,428 | $8,216+75.6% | $7,897+82.7% | $6,407+125.2% |
| Admin fee / account holder | $76 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |