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 | $76,394 | $171,272-55.4% | $127,803-40.2% | $152,885-50.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 6.27% | 23.54%-17.3pp | 26.14%-19.9pp | 345.39%-339.1pp |
| Employer contribution / active EE | $6,517 | $5,451+19.5% | $4,576+42.4% | $4,763+36.8% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $13 | $14,540-99.9% | $9,399-99.9% | $11,598-99.9% |