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 | $225,418 | $135,956+65.8% | $123,894+81.9% | $273,972-17.7% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 0.77% | 56.63%-55.9pp | 47.52%-46.7pp | 41.46%-40.7pp |
| Employer contribution / active EE | $1,708 | $5,170-67.0% | $4,617-63.0% | $4,869-64.9% |
| Participant deferral / active EE | $8,027 | $6,343+26.6% | $5,984+34.1% | $5,287+51.8% |
| Admin fee / account holder | $70 | $9,817-99.3% | $8,357-99.2% | $10,133-99.3% |