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 | $95,542 | $171,867-44.4% | $149,716-36.2% | $147,585-35.3% |
| Participation rate | 86.7% | 88.2%-1.5pp | 87.1%-0.4pp | 82.8%+3.8pp |
| Annual return | 7.24% | 2113.36%-2106.1pp | 1501.67%-1494.4pp | 578.58%-571.3pp |
| Employer contribution / active EE | $1,915 | $6,275-69.5% | $5,444-64.8% | $4,876-60.7% |
| Participant deferral / active EE | $5,583 | $7,270-23.2% | $6,568-15.0% | $5,439+2.7% |
| Admin fee / account holder | $44 | $13,799-99.7% | $11,282-99.6% | $10,886-99.6% |