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 | $134,082 | $89,370+50.0% | $141,197-5.0% | $72,976+83.7% |
| Participation rate | 79.3% | 75.1%+4.2pp | 82.5%-3.2pp | 69.5%+9.8pp |
| Annual return | 17.66% | 111.88%-94.2pp | 71.41%-53.7pp | 81.02%-63.4pp |
| Employer contribution / active EE | $1,728 | $3,115-44.5% | $4,736-63.5% | $2,440-29.2% |
| Participant deferral / active EE | $6,689 | $5,419+23.4% | $6,710-0.3% | $3,608+85.4% |
| Admin fee / account holder | $6 | $5,957-99.9% | $10,265-99.9% | $5,124-99.9% |