Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $105,154 | $124,351-15.4% | $109,188-3.7% | $167,553-37.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 6.57% | 26.04%-19.5pp | 25.76%-19.2pp | 478.89%-472.3pp |
| Employer contribution / active EE | $3,849 | $4,210-8.6% | $3,723+3.4% | $4,840-20.5% |
| Participant deferral / active EE | $12,590 | $5,257+139.5% | $4,654+170.5% | $6,343+98.5% |
| Admin fee / account holder | $199 | $7,975-97.5% | $6,755-97.1% | $12,316-98.4% |