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 | $116,223 | $115,917+0.3% | $100,535+15.6% | $158,982-26.9% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 2.85% | 34.80%-32.0pp | 30.90%-28.0pp | 302.99%-300.1pp |
| Employer contribution / active EE | $700 | $4,105-82.9% | $3,419-79.5% | $4,763-85.3% |
| Participant deferral / active EE | $3,587 | $6,677-46.3% | $6,271-42.8% | $5,983-40.1% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |