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 | $118,883 | $209,422-43.2% | $178,503-33.4% | $158,982-25.2% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 3.78% | 188.81%-185.0pp | 151.12%-147.3pp | 302.99%-299.2pp |
| Employer contribution / active EE | $3,770 | $5,707-33.9% | $5,011-24.8% | $4,763-20.8% |
| Participant deferral / active EE | $7,126 | $5,955+19.7% | $5,202+37.0% | $5,983+19.1% |
| Admin fee / account holder | $142 | $17,079-99.2% | $13,987-99.0% | $11,252-98.7% |