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 | $127,251 | $217,432-41.5% | $185,849-31.5% | $167,536-24.0% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 6.39% | 148.42%-142.0pp | 122.10%-115.7pp | 478.82%-472.4pp |
| Employer contribution / active EE | $3,482 | $5,875-40.7% | $5,169-32.6% | $4,839-28.0% |
| Participant deferral / active EE | $4,802 | $6,357-24.5% | $5,569-13.8% | $6,342-24.3% |
| Admin fee / account holder | $193 | $19,818-99.0% | $16,244-98.8% | $12,315-98.4% |