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 | $46,796 | $85,766-45.4% | $136,297-65.7% | $70,124-33.3% |
| Participation rate | 80.8% | 74.2%+6.6pp | 81.9%-1.2pp | 69.5%+11.2pp |
| Annual return | 6.79% | 31.45%-24.7pp | 5156.19%-5149.4pp | 73.14%-66.4pp |
| Employer contribution / active EE | $2,088 | $2,966-29.6% | $4,696-55.5% | $2,342-10.9% |
| Participant deferral / active EE | $3,531 | $5,051-30.1% | $6,247-43.5% | $3,332+6.0% |
| Admin fee / account holder | $297 | $5,420-94.5% | $9,244-96.8% | $4,645-93.6% |