Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $44,065 | $106,247-58.5% | $96,515-54.3% | $139,466-68.4% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 10.79% | 38.47%-27.7pp | 35.73%-24.9pp | 373.66%-362.9pp |
| Employer contribution / active EE | $2,398 | $4,106-41.6% | $3,740-35.9% | $4,754-49.6% |
| Participant deferral / active EE | $10,257 | $5,456+88.0% | $4,880+110.2% | $6,712+52.8% |
| Admin fee / account holder | $210 | $7,885-97.3% | $6,735-96.9% | $11,409-98.2% |