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 | $83,771 | $166,242-49.6% | $165,071-49.3% | $145,884-42.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.09% | 100.44%-95.4pp | 70.17%-65.1pp | 551.85%-546.8pp |
| Employer contribution / active EE | $3,175 | $5,283-39.9% | $4,347-27.0% | $4,662-31.9% |
| Participant deferral / active EE | $4,033 | $6,964-42.1% | $6,035-33.2% | $6,690-39.7% |
| Admin fee / account holder | $203 | $16,658-98.8% | $12,695-98.4% | $13,392-98.5% |