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 | $129,681 | $95,959+35.1% | $97,411+33.1% | $138,895-6.6% |
| Participation rate | 85.7% | 81.8%+3.9pp | 80.4%+5.3pp | 79.9%+5.8pp |
| Annual return | 3.62% | 29.30%-25.7pp | 34.72%-31.1pp | 145.39%-141.8pp |
| Employer contribution / active EE | $5,175 | $4,278+21.0% | $4,210+22.9% | $4,194+23.4% |
| Participant deferral / active EE | $2,587 | $5,876-56.0% | $5,886-56.0% | $6,396-59.5% |
| Admin fee / account holder | $0 | $7,555-100.0% | $7,145-100.0% | $12,562-100.0% |