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 | $81,449 | $100,868-19.3% | $90,414-9.9% | $158,931-48.8% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 5.41% | 1724.58%-1719.2pp | 1293.19%-1287.8pp | 302.86%-297.5pp |
| Employer contribution / active EE | $26,602 | $3,689+621.1% | $3,262+715.4% | $4,761+458.7% |
| Participant deferral / active EE | $4,204 | $4,348-3.3% | $3,963+6.1% | $5,982-29.7% |
| Admin fee / account holder | $110 | $6,502-98.3% | $5,611-98.0% | $11,247-99.0% |