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 | $60,829 | $183,539-66.9% | $155,556-60.9% | $145,897-58.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.64% | 61.31%-52.7pp | 64.84%-56.2pp | 552.29%-543.6pp |
| Employer contribution / active EE | $3,434 | $5,315-35.4% | $4,675-26.5% | $4,663-26.3% |
| Participant deferral / active EE | $6,524 | $6,467+0.9% | $5,631+15.9% | $6,689-2.5% |
| Admin fee / account holder | $14 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |