Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $38,917 | $217,427-82.1% | $185,837-79.1% | $167,518-76.8% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 6.57% | 148.39%-141.8pp | 122.08%-115.5pp | 478.71%-472.1pp |
| Employer contribution / active EE | $1,951 | $5,874-66.8% | $5,168-62.3% | $4,838-59.7% |
| Participant deferral / active EE | $6,275 | $6,357-1.3% | $5,568+12.7% | $6,342-1.1% |
| Admin fee / account holder | $242 | $19,816-98.8% | $16,241-98.5% | $12,312-98.0% |