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 | $116,364 | $129,737-10.3% | $119,126-2.3% | $154,746-24.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 6.39% | 379.08%-372.7pp | 282.11%-275.7pp | 172.34%-166.0pp |
| Employer contribution / active EE | $2,006 | $4,375-54.1% | $4,034-50.3% | $4,379-54.2% |
| Participant deferral / active EE | $5,542 | $5,842-5.1% | $5,318+4.2% | $6,730-17.6% |
| Admin fee / account holder | $263 | $11,961-97.8% | $10,693-97.5% | $14,365-98.2% |