Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $67,631 | $210,698-67.9% | $178,014-62.0% | $145,959-53.7% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 7.09% | 386.27%-379.2pp | 294.80%-287.7pp | 561.95%-554.9pp |
| Employer contribution / active EE | $3,190 | $4,567-30.1% | $3,950-19.2% | $4,661-31.5% |
| Participant deferral / active EE | $1,502 | $6,958-78.4% | $6,276-76.1% | $6,689-77.5% |
| Admin fee / account holder | $295 | $12,016-97.5% | $10,362-97.2% | $13,398-97.8% |