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 | $124,975 | $89,367+39.8% | $141,191-11.5% | $72,975+71.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 12.12% | 111.87%-99.7pp | 71.41%-59.3pp | 81.01%-68.9pp |
| Employer contribution / active EE | $4,219 | $3,115+35.5% | $4,736-10.9% | $2,440+72.9% |
| Participant deferral / active EE | $6,994 | $5,419+29.1% | $6,710+4.2% | $3,608+93.9% |
| Admin fee / account holder | $289 | $5,957-95.1% | $10,264-97.2% | $5,124-94.4% |