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 | $95,654 | $76,551+25.0% | $123,894-22.8% | $62,881+52.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 1.01% | 18.68%-17.7pp | 47.52%-46.5pp | 20.14%-19.1pp |
| Employer contribution / active EE | $4,098 | $2,882+42.2% | $4,617-11.2% | $2,281+79.7% |
| Participant deferral / active EE | $5,681 | $4,840+17.4% | $5,984-5.1% | $3,203+77.4% |
| Admin fee / account holder | $23 | $4,826-99.5% | $8,357-99.7% | $4,296-99.5% |