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 | $74,149 | $174,379-57.5% | $152,093-51.2% | $138,895-46.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.50% | 74.86%-64.4pp | 66.36%-55.9pp | 145.39%-134.9pp |
| Employer contribution / active EE | $3,760 | $4,652-19.2% | $4,175-9.9% | $4,194-10.4% |
| Participant deferral / active EE | $8,370 | $6,159+35.9% | $5,451+53.5% | $6,396+30.9% |
| Admin fee / account holder | $15 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |