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 | $48,205 | $67,606-28.7% | $82,313-41.4% | $70,124-31.3% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.9%+16.0pp | 69.5%+23.3pp |
| Annual return | 12.09% | 21.57%-9.5pp | 25.88%-13.8pp | 73.14%-61.1pp |
| Employer contribution / active EE | $3,437 | $1,755+95.8% | $2,428+41.5% | $2,342+46.7% |
| Participant deferral / active EE | $2,123 | $2,987-28.9% | $3,706-42.7% | $3,332-36.3% |
| Admin fee / account holder | $179 | $4,512-96.0% | $5,608-96.8% | $4,645-96.2% |