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 | $47,798 | $111,814-57.3% | $103,378-53.8% | $145,978-67.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 4.37% | 24.80%-20.4pp | 24.91%-20.5pp | 550.52%-546.1pp |
| Employer contribution / active EE | $2,256 | $4,215-46.5% | $3,870-41.7% | $4,662-51.6% |
| Participant deferral / active EE | $2,875 | $5,618-48.8% | $5,058-43.1% | $6,690-57.0% |
| Admin fee / account holder | $230 | $9,764-97.6% | $8,401-97.3% | $13,400-98.3% |