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 | $76,786 | $115,814-33.7% | $101,275-24.2% | $158,982-51.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.7pp |
| Annual return | 6.86% | 56.16%-49.3pp | 46.48%-39.6pp | 302.99%-296.1pp |
| Employer contribution / active EE | $6,839 | $4,176+63.8% | $3,660+86.8% | $4,763+43.6% |
| Participant deferral / active EE | $7,707 | $4,958+55.4% | $4,371+76.3% | $5,983+28.8% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |