Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $96,865 | $54,541+77.6% | $78,778+23.0% | $70,126+38.1% |
| Participation rate | 93.5% | 60.8%+32.7pp | 69.2%+24.4pp | 69.5%+24.0pp |
| Annual return | 10.37% | 21.07%-10.7pp | 35.62%-25.3pp | 73.15%-62.8pp |
| Employer contribution / active EE | $645 | $1,089-40.7% | $1,986-67.5% | $2,343-72.5% |
| Participant deferral / active EE | $2,461 | $2,210+11.3% | $2,958-16.8% | $3,332-26.1% |
| Admin fee / account holder | $151 | $3,709-95.9% | $5,134-97.1% | $4,645-96.8% |