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 | $115,869 | $69,274+67.3% | $64,097+80.8% | $139,487-16.9% |
| Participation rate | 88.9% | 75.6%+13.3pp | 72.3%+16.6pp | 80.3%+8.6pp |
| Annual return | 8.50% | 46.00%-37.5pp | 33.75%-25.2pp | 373.84%-365.3pp |
| Employer contribution / active EE | $3,084 | $3,187-3.2% | $2,750+12.2% | $4,755-35.1% |
| Participant deferral / active EE | $0 | $4,685-100.0% | $3,881-100.0% | $6,713-100.0% |
| Admin fee / account holder | $6 | $4,247-99.9% | $3,070-99.8% | $11,407-99.9% |