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 | $105,671 | $174,379-39.4% | $152,093-30.5% | $138,895-23.9% |
| Participation rate | 93.8% | 81.6%+12.1pp | 77.8%+16.0pp | 79.9%+13.8pp |
| Annual return | 10.39% | 74.86%-64.5pp | 66.36%-56.0pp | 145.39%-135.0pp |
| Employer contribution / active EE | $6,048 | $4,652+30.0% | $4,175+44.9% | $4,194+44.2% |
| Participant deferral / active EE | $4,170 | $6,159-32.3% | $5,451-23.5% | $6,396-34.8% |
| Admin fee / account holder | $220 | $16,880-98.7% | $14,497-98.5% | $12,562-98.3% |