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 | $169,325 | $93,598+80.9% | $135,974+24.5% | $75,173+125.2% |
| Participation rate | 89.7% | 75.2%+14.5pp | 81.9%+7.7pp | 67.2%+22.5pp |
| Annual return | 14.77% | 30.89%-16.1pp | 68.30%-53.5pp | 160.72%-145.9pp |
| Employer contribution / active EE | $3,448 | $3,538-2.5% | $4,859-29.0% | $2,671+29.1% |
| Participant deferral / active EE | $4,815 | $6,405-24.8% | $7,760-38.0% | $4,126+16.7% |
| Admin fee / account holder | $99 | $6,978-98.6% | $10,767-99.1% | $5,651-98.3% |