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 | $63,462 | $181,896-65.1% | $156,551-59.5% | $273,972-76.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.54% | 30.74%-28.2pp | 32.23%-29.7pp | 41.46%-38.9pp |
| Employer contribution / active EE | $9,130 | $6,248+46.1% | $5,501+66.0% | $4,869+87.5% |
| Participant deferral / active EE | $6,121 | $5,550+10.3% | $4,871+25.7% | $5,287+15.8% |
| Admin fee / account holder | $43 | $15,560-99.7% | $13,028-99.7% | $10,133-99.6% |