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 | $84,063 | $165,399-49.2% | $149,745-43.9% | $158,982-47.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 1.69% | 348.34%-346.6pp | 276.72%-275.0pp | 302.99%-301.3pp |
| Employer contribution / active EE | $5,989 | $5,105+17.3% | $4,646+28.9% | $4,763+25.7% |
| Participant deferral / active EE | $8,268 | $7,183+15.1% | $6,843+20.8% | $5,983+38.2% |
| Admin fee / account holder | $30 | $10,811-99.7% | $9,312-99.7% | $11,252-99.7% |