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 | $107,442 | $157,304-31.7% | $141,197-23.9% | $152,909-29.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7.83% | 64.34%-56.5pp | 71.41%-63.6pp | 345.46%-337.6pp |
| Employer contribution / active EE | $1,903 | $5,263-63.8% | $4,736-59.8% | $4,764-60.1% |
| Participant deferral / active EE | $5,911 | $7,111-16.9% | $6,710-11.9% | $5,851+1.0% |
| Admin fee / account holder | $164 | $12,126-98.6% | $10,265-98.4% | $11,601-98.6% |