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 | $80,357 | $181,896-55.8% | $156,551-48.7% | $273,972-70.7% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | -1.10% | 30.74%-31.8pp | 32.23%-33.3pp | 41.46%-42.6pp |
| Employer contribution / active EE | $4,125 | $6,248-34.0% | $5,501-25.0% | $4,869-15.3% |
| Participant deferral / active EE | $5,975 | $5,550+7.7% | $4,871+22.7% | $5,287+13.0% |
| Admin fee / account holder | $201 | $15,560-98.7% | $13,028-98.5% | $10,133-98.0% |