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 | $79,103 | $198,457-60.1% | $170,435-53.6% | $147,586-46.4% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 7.82% | 257.30%-249.5pp | 205.94%-198.1pp | 578.59%-570.8pp |
| Employer contribution / active EE | $1,387 | $6,183-77.6% | $5,432-74.5% | $4,876-71.6% |
| Participant deferral / active EE | $4,641 | $5,629-17.6% | $4,939-6.0% | $5,439-14.7% |
| Admin fee / account holder | $53 | $16,852-99.7% | $13,881-99.6% | $10,886-99.5% |