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 | $52,798 | $157,276-66.4% | $141,177-62.6% | $152,885-65.5% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.5%+12.3pp |
| Annual return | 12.28% | 64.33%-52.1pp | 71.40%-59.1pp | 345.39%-333.1pp |
| Employer contribution / active EE | $1,388 | $5,262-73.6% | $4,736-70.7% | $4,763-70.9% |
| Participant deferral / active EE | $3,076 | $7,110-56.7% | $6,710-54.2% | $5,851-47.4% |
| Admin fee / account holder | $131 | $12,123-98.9% | $10,263-98.7% | $11,598-98.9% |