Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $111,204 | $162,821-31.7% | $133,978-17.0% | $158,982-30.1% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.7pp |
| Annual return | 1.02% | 41.95%-40.9pp | 45.10%-44.1pp | 302.99%-302.0pp |
| Employer contribution / active EE | $2,283 | $4,976-54.1% | $3,919-41.7% | $4,763-52.1% |
| Participant deferral / active EE | $5,858 | $5,910-0.9% | $5,047+16.1% | $5,983-2.1% |
| Admin fee / account holder | $142 | $11,742-98.8% | $8,930-98.4% | $11,252-98.7% |